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Social Security: By the Numbers To Buy or Not to Buy Rightsizing for Retirement Exit Strategies of the Rich and Famous

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. 

 

Helpful Content

Tax Freedom Day

Tax Freedom Day

Assess how many days you'll work in 2012 to pay federal tax liability.

Social Security Taxes

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

 

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Rightsizing for Retirement

What does your home really cost?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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