We Build Relationships That Last
Our financial consultants at Finn Wealth Management have developed enduring client relationships across generations and market cycles.
These core values direct all our client interactions.
To discover what clients care most deeply about accomplishing.
Overcome what may be perceived as obstacles or challenges.
Our experience allows us to offer investment strategies and disciplined financial plans in easy to realize terms and parameters.
Our primary directive is to keep our clients on track with continual support.
You can depend on us to help maintain your course.
Your Potential Benefits.
Our clients often tell us they feel a sense of clarity and confidence about pursuing their financial goals and often experience a better quality of life since they are working towards financial independence.
We invite you to learn more about Finn Wealth Management on these web pages. Who We Are is the next logical step. Then call for an appointment so we can begin to build a lasting relationship.
Watch our current thoughts and views here.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Here are 4 great, and sometimes unexpected, places to raise a family.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
The decision whether to buy or rent a home may have long-term implications.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
If you died, what would happen to your email archives, social profiles and online accounts?