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.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
As our nation ages, many Americans are turning their attention to caring for aging parents.
A change in your mindset during retirement may drive changes to your portfolio.
Knowing the rules may help you decide when to start benefits.
Retirees traveling abroad need to know that their health insurance travels with them.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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 the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What are your options for investing in emerging markets?
It's easy to let investments accumulate like old receipts in a junk drawer.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
There’s an alarming difference between perception and reality for current and future retirees.
Here are five facts about Social Security that might surprise you.
Even low inflation rates can pose a threat to investment returns.