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 firstname.lastname@example.org or call us at 303-674-0188. We look forward to hearing from you.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Currency has been around for a long time. Here’s a quick history lesson.
Apps that help small business owners better manage and grow their business.
Understanding how capital gains are taxed may help you refine your investment strategies.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to better see the potential impact of compound interest on an asset.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A special needs trust helps care for a special needs child when you’re gone.
There are three things to consider before dipping into retirement savings to pay for college.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Why are 401(k) plans, annuities, and IRAs so popular?
Here’s a crash course on saving for college.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.