Tom King

Tom King CFP®, CLU®, AEP® is Registered Principal of King Financial Partners (222 Blue Course Drive, State College, PA). King Financial is a team of credentialed professionals specializing in retirement, investment management, wealth transfer, and estate planning. Tom can be reached at [email protected] or (814) 234-3300.

Commit to Your Data Privacy in Retirement

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April 28, 2024Tom King

As we wrap up tax season, it’s a good time to consider your data and privacy. Often, data collectors say that the vast amount of information they take in is […]

Get in the Right Mindset for Retirement

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March 31, 2024Tom King

Switching your mindset is one of the most challenging things about getting ready for retirement. You’ll no longer be getting a salary. You’ll be living off the money you’ve spent […]

To Convert, or Not to Convert to Roth IRA: Tax Is the Question

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February 25, 2024Tom King

When planning for retirement, it has long been known that taxation is one of many associated mazes. Like the labyrinth of legend, tax law constantly changes with time and often […]

Confidently Navigating Changes in Retirement

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January 28, 2024Tom King

No matter how organized you are, things don’t always go as planned when preparing for retirement. The truth is most people have to retire earlier than they had envisioned due […]

Investing in Potential

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September 3, 2023Tom King

529 education savings plans are more versatile than you may think.

A Look into the World of Cost-Basis Step-Ups

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August 6, 2023Tom King

Cost basis (n.): The original value of an asset used for tax purposes, adjusted for corporate actions, distributions, wash sale rules and income reallocation. Seems straightforward, doesn’t it? But this […]