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.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
For some, the social impact of investing is just as important as the return, perhaps more important.
There are common mistakes you can avoid when saving for retirement.
What’s the deal with your yearly free credit report?
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
These food myths will really put a drain on your wallet.
A letter of instruction provides additional and more personal information regarding your estate.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Understanding the cycle of investing may help you avoid easy pitfalls.
Have you found yourself suddenly single? Here are 3 steps to take right now.
It’s never a bad time to speak with your financial advisor about changes in your situation.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.