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Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

Welcome to Coleman Financial Advisory Group, LLC

Coleman Financial Advisory Group LLC is a full-service financial services firm specializing in retirement planning, income strategies, asset management, and estate conservation.

Our personal services cover all areas of financial management, from investment and financial planning to risk management and estate conservation. Our expertise is in helping provide you with solutions to work toward growing, managing, and preserving your wealth while also addressing your needs for safety and financial independence. Through our customized client approach we have helped many clients maintain their financial independence in a prudent manner that's efficient and comfortable.

For help with your financial management, or for more information on Coleman Financial Advisory Group LLC, please contact us today. We will be happy to help. 

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Download Our Whitepaper

Our whitepapers are free to download with financial tips to help you manage your money.

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Helpful Content

What Is My Net Worth?

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Estimate Your RMD

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Saving Early & Letting Time Work For You

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

 

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

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How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

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