Elevate Your Financial Perspective
Promontory Financial Planning is an independent Registered Investment Advisor (RIA) providing financial planning, investment consulting and management. Our goal is to provide our clients with a clear vision of their financial goals and the tools they need to reach them.
5-Point Financial Planning:
· Cash Flow
· Risk Management
Our process includes:
· Ongoing investment management and consulting.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Four vacation destinations you might never have thought of.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
One of the most common questions people ask about Social Security is when they should start taking benefits.
To choose a plan, it’s important to ask yourself four key questions.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
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 number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Have you found yourself suddenly single? Here are 3 steps to take right now.
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.
Here is a quick history of the Federal Reserve and an overview of what it does.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.