Fraser Financial Group

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Welcome to our Web site, where you’ll find a wealth of current information in the form of newsletter articles, calculators and research reports.



We hope your visit here will help you understand the opportunities and potential rewards that are easily available and how you can take a simple proactive approach to your personal financial needs and goals. We have created this Web site to help you gain a better understanding of the basic concepts and needs behind insurance coverage (life, disability, long term care, etc.), investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with our skilled team of professionals to explore and pursue your financial goals.

We’re here to help with the basic to advanced concepts of financial management; to help you learn more about who we are; and to provide you with fast, easy access to information and data. We hope you take advantage of this resource and visit us often.

Be sure to add our site to your list of "favorites" in your Internet browser.  We frequently update our information, so our customers do not miss any developments in the area of personal finance.

We look forward to hearing from you! 

TRISHA MALIN (CA Insurance License #0H30892)

CHRISTEN BERMAN (CA Insurance License #0G55260)

 

If you have questions or would like to schedule a complimentary, in person meeting to get questions answered or simply discuss your specific needs, you can e-mail us at

TMalin@FinancialGuide.com

ChristenBerman@FinancialGuide.com

or call 888-554-5644

(Please....leave a message if you get our voice mail....as we are most likely on the phone).

 
Calculators

Credit Card Debt

How Long Will It Take to Pay my Balance?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

More Calculators →

Newsletters

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

Giving the Gift of Knowledge

A college education is still a good investment. Consider this statistic: The overall unemployment rate reached as high as 9.9% in 2010, but for workers with a bachelor's degree or higher, it did not exceed 5.1%. But a college education can be expensive. There is a tax-advantaged way to accumulate money for a child's or grandchild's education: a Section 529 plan.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

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