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.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Building Your Legacy
A four-step framework for building a personal legacy.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
For some, the social impact of investing is just as important as the return, perhaps more important.
Read this overview to learn how financial advisors are compensated.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Here are five facts about Social Security that might surprise you.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
$1 million in a diversified portfolio could help finance part of your retirement.
Have you found yourself suddenly single? Here are 3 steps to take right now.