WELCOME TO CORFEE & ASSOCIATES
Corfee & Associates is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service.
We have designed this site for both clients and visitors to use as a complete financial planning and investment resource. We encourage you to roam our "office" and learn more about our organization, our people and the array of resources available to you.
You will find a host of information, including current financial market updates, articles, investment research tools, financial planning resources and calculators, as well as useful links to other financial planning and investment related sites.
If you have any questions, please email us or call to make an appointment. Should you have any questions or would like more information on our firm, please feel free to email us at [email protected] or call us at 303-674-0188. We look forward to hearing from you.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
A few strategies that may help you prepare for the cost of higher education.
The federal government requires deceased individuals to file a final income tax return.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
It's important to understand the pros and cons when considering a prepaid debit card.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Even if you’re young and single, you should still consider protecting yourself.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Understanding the cycle of investing may help you avoid easy pitfalls.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
How will you weather the ups and downs of the business cycle?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.