Your Financial Future
Today’s economic environment presents many opportunities. But along with these opportunities come many challenges.
Whether you’re facing retirement—or looking to better understand certain investment ideas—Calder Financial LLC can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our firm for many years.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search this website, feel free to send us a note regarding any questions you may have about any particular investment concept. We'll get back to you quickly with a thoughtful answer.
Helpful Content
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Emerging Market Opportunities
What are your options for investing in emerging markets?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!