Foley/Connelly Financial Partners offers a mix of professionalism and outstanding service to high net worth individuals and small- to medium-size corporations. Trust, integrity, and a long-term commitment to the client are what make our firm special.
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Estimate the future value of your current savings.
How Long Will Your Funds Last?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
