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
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Understanding how a stock works is key to understanding your investments.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Learn about the rise of Impact Investing and how it may benefit you.
When to start? Should I continue to work? How can I maximize my benefit?
Learn a little about worldwide currency in this fun infographic
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There’s an alarming difference between perception and reality for current and future retirees.
Do you know how to set up your financial goals for success? This knight does.
Here’s a crash course on saving for college.
This video discusses issues related to your retirement accounts when you move on from your job.
What is your plan for health care during retirement?
For women, retirement strategy is a long race. It’s helpful to know the route.