Understanding Today's Financial Environment
I’m Peter Murphy, a Certified Financial PlannerTM in Santa Fe, NM. Individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether your goal is retirement planning, college savings, or estate planning strategy, my educational seminars and personalized services focus on your needs, wants, financial goals and objectives.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
You’ve made investments your whole life. Work with us to help make the most of them.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Five phases to changing unhealthy behaviors.
Healthy habits are one of the greatest gifts to give your child.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
In the face of divorce, making changes to insurance coverage may be overlooked.
A letter of instruction provides additional and more personal information regarding your estate.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Have you explored all your options when it comes to managing your taxable income?
What are your options for investing in emerging markets?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
There are three things to consider before dipping into retirement savings to pay for college.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.