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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
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What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Marriage changes everything, including your insurance needs.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Smart investors take the time to separate emotion from fact.
You’ve made investments your whole life. Work with us to help make the most of them.
Here are five facts about Social Security that might surprise you.
Here’s a quick guide to checking to see if you have unclaimed money.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When do you need a will? The answer is easy: Right Now.