Private Wealth Management For Select Individuals
At Euclid Financial Services, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.
Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Bonds may outperform stocks one year only to have stocks rebound the next.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator demonstrates the power of compound interest.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
It's easy to let investments accumulate like the junk in a junk drawer.
What does your home really cost?
Investors seeking world investments can choose between global and international funds. What's the difference?