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
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.
There are ways to improve your physical fitness without denting your fiscal fitness.
Understanding the economy's cycles can help put current business conditions in better perspective.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Your credit score may influence how much you pay for auto and home insurance.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Use this calculator to estimate your capital gains tax.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A bucket plan can help you be better prepared for a comfortable retirement.
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.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There are hundreds of ETFs available. Should you invest in them?
There’s an alarming difference between perception and reality for current and future retirees.
What are your options for investing in emerging markets?