Specializing in Professional Guidance
for Living on and Passing on Your Resources
Thorson Financial Estate Management, Inc. specializes in working with retirees and those preparing to retire by customizing your financial life in two primary categories. Those are: Investment Management and Estate Planning.
We do this for the purpose of maintaining your quality of life in retirement and ultimately leaving your resources to the people and organizations you care most about. In short, we provide professional guidance for living on and passing on your resources.
Additionally, we head up the Modesto Chapter (4394) of the American Financial Education Alliance (AFEA). It is our pleasure to serve our local communities and share information on how AFEA is working to provide people of all walks of life information, education and experience about enhancing how they understand and manage their finances. As an IRS approved, 501C3, non-profit organization, our mission is to empower Stanislaus and San Joaquin Counties to take control of their finances by providing unbiased financial education. We encourage you to visit the AFEA Modesto Chapter website at https://myafea.org/chapters/modestoca to learn more about the classes we offer throughout the year.
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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
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To choose a plan, it’s important to ask yourself four key questions.
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Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator shows how inflation over the years has impacted purchasing power.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Why are 401(k) plans, annuities, and IRAs so popular?
Learn how to harness the power of compound interest for your investments.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
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As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.