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Jane Bond: Scaling the Ladder Inflation and Your Portfolio The Real Cost of a Vacation Home Should You Ever Retire?

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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

Please Leave Home without It

Please Leave Home without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.


How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, covering how bond laddering works.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

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