Koley Financial

Protecting you or your company from a civil claim may require an coverage you have never heard of.

Errors and Omissions Insurance E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Do you really understand how your homeowners insurance works?

Understanding Homeowners Insurance Purchasing homeowners insurance is critical for protecting your home.

For a small business, the loss of a key person could cause financial hardship.

Protecting Your Business from the Loss of a Key Person Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Social Security: Retirement's main source of income or monthly bonus? You decide.

Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees.

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Social Security Taxes Estimate how much of your Social Security benefit may be considered taxable.

Buying a home may be your largest financial commitment. Which loan is best for your situation?

Fixed or Variable Mortgage, Which Should You Pick? When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

If you don’t have an , here's some reasons why you should.

Why Everyone Needs an Estate Strategy Do you have an estate strategy? You should.

Is your retirement portfolio subject to “sequence of returns” danger?

Retirement Income and the Traditional Portfolio Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Before retiring early, take a look at the cold, hard facts.

How to Retire Early Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Stocks edged lower in October amid pre-election jitters and solid Q3 earnings reports, while investors kept a close eye on economic data pointing to a potential "soft landing."

Monthly Market Insights | November 2024 Monthly Market Insights | November 2024 U.S. Markets Stocks fell in October as pre-election jitters hung over trading while solid but not spectacular Q3 corporate reports failed to buoy spirits. The Dow Jones Industrial Average fell 1.34 percent, while the Standard & Poor’s 500 Index (S&P 500) sli...

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

Who Is Your Trusted Contact? This investment account question is vital and answered as early as possible.

Learn the ins and outs of 529 plans before you or your student heads to college.

What Can You Buy With 529 Distributions? This article can be a helpful guide when beginning to prepare for education expenses.