Degeneffe Financial
Investments, Retirement 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
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It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
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Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
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Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?