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!
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Five strategies for managing your student debt.
Retirees traveling abroad need to know that their health insurance travels with them.
Do you have an estate strategy? You should.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
This questionnaire will help determine your tolerance for investment risk.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are three things to consider before dipping into retirement savings to pay for college.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What is your plan for health care during retirement?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Do you know how to set up your financial goals for success? This knight does.
Around the country, attitudes about retirement are shifting.