Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
At The Blunk Financial Group our motto is;
Empower with Knowledge
Enable with Education
Execute with Experience
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Emerging Market Opportunities
What are your options for investing in emerging markets?
How Income Taxes Work
A quick look at how federal income taxes work.
For many, retirement includes contributing their time and talents to an organization in need.
Regardless of how you approach retirement, there are some things about it that might surprise you.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
There are ways to improve your physical fitness without denting your fiscal fitness.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
Using smart management to get more of what you want and free up assets to invest.
When do you need a will? The answer is easy: right now.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
A bucket plan can help you be better prepared for a comfortable retirement.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.