Today's economic environment presents many challenges to individual investors. Making wise financial decisions can be very daunting. Whether you're just beginning to save for your future, nearing retirement or already retired, we can help you navigate the road to financial success. We want to learn about your personal situation - your financial goals and dreams, and understand your investment objectives and risk tolerance.
At Crumbley Financial Services, our goal is to provide personalized service and strategies to foster a long-term relationship to helping you pursue the financial security that you seek.
Our site is filled with educational videos, articles, presentations and calculators designed to help you learn more about personal finance. As your browse our website, send us a note regarding any questions you might have about any of the content. Thanks for visiting!
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Military families face unique challenges, making personal finance even more critical.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
If you died, what would happen to your email archives, social profiles and online accounts?
The market is as unpredictable as the weather. We’d love to help you prepare.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
When do you need a will? The answer is easy: Right Now.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Pundits say a lot of things about the markets. Let's see if you can keep up.