First American Financial, LTD

At First American Financial, our philosophy is built upon a desire to educate our clients.

Our priority is to instruct you with objective financial advice to help empower you to make the appropriate financial decisions to fit your individual needs. 

We offer a macro, all encompassing approach to financial planning, where we help you create and preserve wealth using practical financial education.

For more information about how you can become empowered to make financial decisions to help meet your lifestyle needs, contact us today at: firstamericanfinancialinfo@fafltd.com or 856-988-9113.
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

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