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
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
However exciting retiring abroad may sound, it deserves considerable planning.
Try these activities to keep your brain sharp.
Tips on insuring your teen driver.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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 employee contributions to a Roth 401(k) and a traditional 401(k).
Determine if you are eligible to contribute to a traditional or Roth IRA.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Why are 401(k) plans, annuities, and IRAs so popular?
A bucket plan can help you be better prepared for a comfortable retirement.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?