4th River Financial Group
Whether you are just getting started, want to reevaluate where you are along your path to retirement, or you are in retirement, we are here to help you navigate your future. We are also here to help you navigate and save for your family’s future and for college expenses.
At 4th RFG, we start with a very basic premise: You have short term and long-term goals and a tolerance for risk that is unique to you. Beginning with our asset allocation models that combine a wide range of financial products, we work with you to determine an allocation model that satisfies both your objectives and your concern for protecting your money. We want to take the worry out of your retirement or college planning by consistently reviewing and adjusting your portfolio to satisfy where you are on the investing continuum.
We are fee-based financial advisors that are held to a fiduciary standard and our goal is to help you achieve your financial goals whether you are focusing on your personal retirement, family wealth , college saving or growing a business.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
It's important to understand the pros and cons when considering a prepaid debit card.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Healthy habits are one of the greatest gifts to give your child.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
If you died, what would happen to your email archives, social profiles and online accounts?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When do you need a will? The answer is easy: Right Now.
Even low inflation rates can pose a threat to investment returns.
Here’s a crash course on saving for college.