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
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
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?
How Big is Money?
Learn a little about worldwide currency in this fun infographic
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.