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29029 Upper Bear Creek Road
Suite 107
Evergreen, CO 80439

Bartley A. Corfee

Chartered Financial Consultant – ChFC

(303) 674-0188

Preparing For the Ultimate Vacation Don't Buy The Hype Once Upon a Goal A New Way to Look at Your Bucket List

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 bart@corfeeassociates.com or call us at 303-674-0188. We look forward to hearing from you.

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Can Election Results Predict the Market?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

 

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

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Business owners may be able to protect themselves from the financial consequences of losing a key employee.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Assess whether you are running “in the black” or “in the red” each month.

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This calculator can help determine whether it makes sense to refinance your mortgage.

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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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Estate conservation is too important to put off. Do you have a smart exit strategy?

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