Namey Financial Group

Namey Financial Group believes that understanding your specific needs, goals and financial situation is critical to building a successful long-term strategy. 

Our firm develops comprehensive retirement, estate and tax reduction plans for our clients.  In our capacity as investment advisor representatives with an SEC registered advisory firm, we offer a full complement of financial planning and group insurance services. 

 

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Lease Interest

What's the interest rate on the lease you're considering?

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Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

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