Your Financial Future
Today’s economic environment presents many opportunities. But along with these opportunities come many challenges.
Whether you’re facing retirement—or looking to better understand certain investment ideas—Calder Financial LLC 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 our firm for many years.
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 this website, feel free to send us a note regarding any questions you may have about any particular investment concept. We'll get back to you quickly with a thoughtful answer.
Helpful Content
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
9 Facts About Social Security
There are things about Social Security that might surprise you.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
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Rightsizing for Retirement
What does your home really cost?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Saving for College 101
Here's a crash course on saving for college.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.