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.
How Income Taxes Work
A quick look at how federal income taxes work.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Information vs. instinct. Are your choices based on evidence of emotion?
Regardless of how you approach retirement, there are some things about it that might surprise you.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Understanding how a stock works is key to understanding your investments.
Understanding the value of a home warranty.
The tax rules that govern donating art are complex and confusing. Take a closer look.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Using smart management to get more of what you want and free up assets to invest.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
An amusing and whimsical look at behavioral finance best practices for investors.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
What is your plan for health care during retirement?
When you retire, how will you treat your next chapter?
All about how missing the best market days (or the worst!) might affect your portfolio.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.