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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There’s an alarming difference between perception and reality for current and future retirees.
Investors seeking world investments can choose between global and international funds. What's the difference?
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Taking your Social Security benefits at the right time may help maximize your benefit.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.