Degeneffe Financial
Investments, Retirement Income Planning, and Insurance
Everyone is unique...so should be your financial strategy!
The key to financial freedom begins with defining what it means to you. Expressing your dreams is the first step in turning them into reality. Degeneffe Financial is focused on the dreams, goals and needs of our clients. Whether financial freedom means having the ability to do the things you love or something more, we are committed to the highest level of service, integrity and quality. It's not about what you choose to do, but having the freedom to make the choice.
We look forward to hearing from you.
Newsletters
-
Take Advantage of Deductions for Business Investments
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
-
Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
-
Survivor Benefits Provide a Financial Lifeline
Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
Calculators
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?