Robert Polley
When Time, Money, and Direction Matter
Welcome to our Web site -- an information resource designed to help you learn more about personal finance. Click around and you'll find a variety of financial tools. There are financial calculators that can help you get a clearer picture of where you stand and where you're headed. There is a life events section and newsletter articles on a wide range of financial topics. And check back often, because we're constantly adding new material. If you have a specific question or want more information, click on Contact Us, drop us an e-mail message at bob@polleyfinancial.com, or call us at one of our numbers listed above. We're ready to help.
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Economic Reality
Newsletters
  • Mid-Year Planning: Accounting for New Tax Rules
    The American Taxpayer Relief Act of 2012 (ATRA), passed in early January, permanently extended a host of expiring tax provisions. It also largely set the rules for
  • Choosing a Retirement Community
    Perhaps you've seen ads for a new "over 55" luxury condominium development in your town. Or another winter of shoveling has finally convinced you that it's time to
  • Portability of Applicable Exclusion Amount between Spouses
    Transfers of property during life or at death are generally subject to federal gift or estate taxes. However, each taxpayer has an amount of
  • Will my homeowners insurance policy cover hurricane damage?
    It depends. While the types of coverage offered by standard homeowners insurance policies vary, windstorms are one of the basic perils that
  • I just bought a vacation home. Do I need to purchase a specific type of insurance?
    Insuring a vacation home is different from insuring a primary residence. As a result, you'll want to purchase insurance that is
    
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 IMPORTANT DISCLOSURES

Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.

Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.

The information provided is for educational and informational purposes only. This should not be construed as legal advice. Should you require legal advice, please contact a legal professional licensed to offer and counsel legal advice in your area. Diversification and asset allocation strategies do not assure profit or protect against loss. Cambridge does not provide tax or legal advice. Indices mentioned are unmanaged and cannot be invested into directly. Past performance is not a guarantee of future results.

Cambridge, Polley Financial Group, LLC and The Foothills Bank are not affiliated.

Investments are not FDIC insured, not bank guaranteed, and may lose value.



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, KS, NV and OR. No offers may be made or accepted from any resident outside the specific states referenced.