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 email@example.com or call us at 303-674-0188. We look forward to hearing from you.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Ascertaining the value of your business is important for a variety of reasons.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
For some, the social impact of investing is just as important as the return, perhaps more important.
Bonds may outperform stocks one year only to have stocks rebound the next.
Determine your potential long-term care needs and how long your current assets might last.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
When markets shift, experienced investors stick to their strategy.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
How do the markets usually react to elections? Was the 2016 election any different?
Even low inflation rates can pose a threat to investment returns.
It's easy to let investments accumulate like old receipts in a junk drawer.