Broker Check
         

100 Tournament Drive, Suite 250
Horsham, Pennsylvania 19044
(215) 659-2130
info@sharpllc.com

Perception vs. Reality Inflation and Your Portfolio

Welcome to The Sharp Financial Group

The Sharp Financial Group is a robust full-service financial-services firm which provides complementary accounting, tax, consulting, and wealth-planning services to meet any demands you or your business may have—regardless of the complexity. At The Sharp Financial Group, our focus is on you—delivering high quality specialized services at affordable prices. Our associates understand technical nuances across various industries, while also recognizing the extensive needs of individuals and business owners. We pride ourselves on the fact that we are not only our clients’ accountants and advisors but they also become part of the Sharp family. The Sharp Financial Group has built a reputation for providing prompt highly-effective personalized services for clients throughout the mid-Atlantic region.

Learn more about The Sharp Financial Group!

  

Helpful Content

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Gun Ownership and Your Homeowners Policy

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

 

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

View all articles arrow

Saving for College

This calculator can help you estimate how much you should be saving for college.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations arrow

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

View all videos arrow