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.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
How long does a $20 bill last?
Probate can be a completely public process, or it can be managed to include as little information as possible.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here are five facts about Social Security that might surprise you.
There’s an alarming difference between perception and reality for current and future retirees.