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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.

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Helpful Content

Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

 

Money Draining Food Myths

These food myths will really put a drain on your wallet.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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