Advisors Financial, Inc. is a full-service, boutique financial planning firm. Founded in 1985, we are proud to still serve many of our original clients, their children and even their grandchildren. Our team of experienced, professional Certified Financial Planners is dedicated to our clients. We are life-long advocates and trusted advisors to our clients and have an in-depth educational approach to financial planning and investment management. Supported by a talented office and investment staff, our planners provide independent advice based on the unique circumstances of each client.Read more >
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Understanding the economy's cycles can help put current business conditions in better perspective.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
There are things about Social Security that might surprise you.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you should be saving for college.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
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.
Have you explored all of your choices when it comes to managing your taxable income?
Agent Jane Bond is on the case, covering how bond laddering works.
Recent changes in estate tax laws could affect the strategy you have in place.
What if instead of buying that home, you invested that money?
Understanding the cycle of investing may help you avoid easy pitfalls.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.