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.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Tax preparation may be the perfect time to give the household budget a check-up.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
There are some key concepts to understand when investing for retirement
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Making the most of surprises is a great reason to work with us.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.