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
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.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
How Big is Money?
Learn a little about worldwide currency in this fun infographic
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Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Saving for College 101
Here’s a crash course on saving for college.
Retirement Accounts When You Change Your Job
This video discusses issues related to your retirement accounts when you move on from your job.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.