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.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Here are six flags that may make your tax return prime for an IRS audit.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Second marriages are a trigger event to revisit any existing estate strategies.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
An amusing and whimsical look at behavioral finance best practices for investors.
When you retire, how will you treat your next chapter?
Taking your Social Security benefits at the right time may help maximize your benefit.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here’s a quick guide to checking to see if you have unclaimed money.
It’s never a bad time to speak with your financial professional about changes in your situation.