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!
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
A letter of instruction provides additional and more personal information regarding your estate.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Lifestyle considerations in creating your retirement portfolio.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A bucket plan can help you be better prepared for a comfortable retirement.
Do you know these three personal finance sayings?
Estate conservation is too important to put off. Do you have a smart exit strategy?
All about how missing the best market days (or the worst!) might affect your portfolio.
What are your options for investing in emerging markets?
What is your plan for health care during retirement?