Welcome to Porter Financial Strategies
financial planning for your future is what we take pride in. Chris Porter has been planning for his clients' needs for over 25 years. Whether it’s for your child’s future educational goals, your retirement or to leave a family legacy, Chris is here for you and your family’s financial objectives. Feel free to click on “Services” to see what we have to offer here at PFS.
Porter Financial Strategies
Helpful Content
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Emerging Market Opportunities
What are your options for investing in emerging markets?