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

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

Interest Rates: Be Ready for Anything

There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

More Newsletters →