2011 5-Star Wealth Managers - Price PerkinsWinners of 2011 Five Star Wealth ManagerSM

Welcome to Price Perkins, where you’ll find a wealth of information in the form of financial calculators, articles, streaming market data, service descriptions, our newletter archives and much more on our website.  We are here to help educate our clients and serve as a trusted resource for sound financial guidance.  If you are visiting our website for the first time, or have any questions, we encourage you to call us directly at 804-592-2375 to schedule an appointment.  ??

Price Perkins works with a select group of individuals, families and corporations in coordinating all of their financial affairs. Our team provides the necessary guidance that clients need to make successful financial decisions in the areas of wealth preservation, accumulation, maximization and transfer of wealth. We accomplish this by providing professional advice and planning, client education, customized solutions and consistent delivery of exceptional service. Price Perkins works exclusively with three area credit unions: Partners Financial Federal Credit Union, Connects Federal Credit Union, and Henrico Federal Credit Union, by providing full service comprehensive financial planning solutions for their members. With our dedication and commitment to our clients’ financial needs we build more than portfolios, we build relationships.

 
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Newsletters

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

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