Welcome to Columbia Associates Financial Group Inc.
Columbia Associates Financial Group Inc. is a firm that specializes in comprehensive Wealth Management for individuals and business owners. We are dedicated to being the most trusted financial firm in our community. Our work with individuals encompasses investment management, estate planning, retirement planning, as well as personal risk management. For business owners and executives we provide tax-advantaged financial concepts that may turn potential problems into opportunities and solutions.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at 3608965757 . We look forward to hearing from you.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
A quick look at how federal income taxes work.
Four vacation destinations you might never have thought of.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How do the markets usually react to elections? Was the 2016 election any different?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Women must be ready to spend, on average, more years in retirement than men.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you know these three personal finance sayings?