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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)?
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Don’t overlook the need for renter’s insurance if you rent your home.
Even if you’re young and single, you should still consider protecting yourself.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Taking regular, periodic withdrawals during retirement can be quite problematic.
For many, retirement includes contributing their time and talents to an organization in need.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
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.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Even low inflation rates can pose a threat to investment returns.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.