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!
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
This article may help you maximize the benefits of your donation for your chosen charity.
It may help your business be better prepared in the event of the death of a principal or key employee.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
One way to find money is to examine your current spending habits and eliminate money wasters.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
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.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A special needs trust helps care for a special needs child when you’re gone.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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.
Around the country, attitudes about retirement are shifting.
When do you need a will? The answer is easy: Right Now.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.