Brian Low Financial

Let's Talk Money!

The shortest distance between where you are now and pursuing your financial goals is a solid and comprehensive plan. At Brian Low Financial Group, we will work with you to develop a detailed and personalized plan to meet your needs.

 

 

 

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Giving the Gift of Knowledge

A college education is still a good investment. Consider this statistic: The overall unemployment rate reached as high as 9.9% in 2010, but for workers with a bachelor's degree or higher, it did not exceed 5.1%. But a college education can be expensive. There is a tax-advantaged way to accumulate money for a child's or grandchild's education: a Section 529 plan.

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

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