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 services 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 services resources and calculators, as well as useful links to other financial services 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 firstname.lastname@example.org or call us at 303-674-0188. We look forward to hearing from you.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Here are five facts about Social Security that are important to keep in mind.
The latest trends in travel reflect a rich menu of exciting new possibilities.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
All about how missing the best market days (or the worst!) might affect your portfolio.
The market is as unpredictable as the weather. We’d love to help you prepare.
How does your ideal retirement differ from reality, and what can we do to better align the two?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What is your plan for health care during retirement?