Doing the Next Right Thing!
Welcome to our web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. We have created this web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate strategizing, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.
Many people regard financial strategizing as complex and confusing. They often miss out on many potential rewarding financial opportunities, taking unnecessary risks and failing to adequately protect their assets.
At Tiell Financial Group, our priority is to protect your assets from tax inefficiencies, better preparing you for retirement. Our goal is to take the mystery out of investing by helping you control the potential risks while preserving your wealth. By taking a proactive approach, we help you acquire the necessary information that you will need to pursue your financial objectives. We pride ourselves on developing lasting relationships with our clients that are built on trust.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work in 2012 to pay federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
There’s an alarming difference between perception and reality for current and future retirees.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Are you ready for retirement? Here are five words you should consider.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
The decision whether to buy or rent a home may have long-term implications.