Byron Financial Group
Byron Financial Group is a financial services firm in the State of Idaho. Formed in 2000, Andrew D. Byron founded the company for the sole purpose of providing customized financial advice to individuals and businesses to help them work towards their long-term financial goals.
Our firm provides educational programs to large corporations, private businesses, organizations and associations for their employees and members, and one-on-one instruction.
Newsletters
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SECURE 2.0 Makes It Easier to Give and Receive
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.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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ESG Investing in the Spotlight
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
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Most Grocery Shoppers Aren’t Fooled by Shrinkflation
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Savings Accumulation
Estimate the future value of your current savings.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.