Palette Financial Group

Insurance . Financial . Retirement

Welcome to the Palette Financial Group web site!

Because many people regard financial planning as complex, confusing and time consuming, they often miss out on many potential rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets.

Our goal is  to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation. Utilizing this site (newsletters, calculators, articles, research reports, e-seminars and other current market data) and our services, you will become better educated and more comfortable in decision making concerning your personal finances.

Our resources can help you answer such questions:

          1) How can I get more from my investments?

          2) Am I saving enough?

          3) How can I reduce my exposure to risk?

          4) How can I preserve more of my assets for my heirs?

          5) What is the best way to save for college?

          6) Do I have the right amount of insurance?

We hope you visit our web site often as our content is constantly changing.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Savings Accumulation

Estimate the future value of your current savings.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Newsletters

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

More Newsletters →