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 firstname.lastname@example.org or call us at 303-674-0188. We look forward to hearing from you.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
9 Facts About Social Security
There are things about Social Security that might surprise you.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Learn when it may not make sense to file a claim on your home insurance.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
That big list of dreams and goals isn't the only way to look at your bucket list.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
How does your ideal retirement differ from reality, and what can we do to better align the two?
What does your home really cost?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
If you died, what would happen to your email archives, social profiles and online accounts?