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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
U.S. Personal Savings Rate
What can be learned from the savings rate?
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Investors who put off important investment decisions may face potential consequence to their future financial security.
Try these activities to keep your brain sharp.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Simple steps may help you foil hackers and protect your privacy.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
It's easy to let investments accumulate like old receipts in a junk drawer.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
With alternative investments, it’s critical to sort through the complexity.