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
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Learn a little about worldwide currency in this fun infographic
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
A collection of tips from professional travelers.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Here’s a quick guide to checking to see if you have unclaimed money.
Peer-to-peer payment apps are one of the newest ways to send money.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Understanding the cycle of investing may help you avoid easy pitfalls.