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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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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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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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?