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@example.com or call us at 303-674-0188. We look forward to hearing from you.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Five strategies for managing your student debt.
There are ways to improve your physical fitness without denting your fiscal fitness.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Calculating your potential Social Security benefit is a three-step process.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Here are five facts about Social Security that might surprise you.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When should you take your Social Security benefit?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.