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Is Fulcrum Financial Group Right for You?
Fulcrum Financial Group builds lifelong relationships with clients who seek professional guidance from a trusted planning and investment advisory team. Clients who benefit the most from Fulcrum’s service are often preparing for retirement and have worked hard to build their nest egg. These clients are goal-oriented and want to learn more about their investments over time. They have built long-term, trusted relationships with their tax and estate planning professionals, and want their team of advisors to coordinate efforts. If this describes you, we may be an excellent fit. Please contact us today for a consultation.Contact Us
What is Riskalyze?
What is Guided Wealth Portfolio (GWP)?
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
It's important to understand the pros and cons when considering a prepaid debit card.
There are four very good reasons to start investing. Do you know what they are?
Is your estate in order? This short quiz may help you assess your overall strategy.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
A quick look at how federal income taxes work.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
If you died, what would happen to your email archives, social profiles and online accounts?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Have you found yourself suddenly single? Here are 3 steps to take right now.
All about how missing the best market days (or the worst!) might affect your portfolio.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
In the world of finance, the effects of the "confidence gap" can be especially apparent.