Biffen Investment

Prosperity through Timeless Values...

Welcome to our website! For almost 40 years, Biffen Investment Advisers has worked with residents of the southeastern Pennsylvania area through the development and implementation of intelligent, effective long-term financial strategies customized to each client's personal goals and resources. Biffen holds itself to high standards and recognizes the importance of trust and ethical behavior as part of an enduring business philosophy. A great strength of our company is that David has spent his entire career in Financial Services. He is one of only a handful of Advisers who holds a Masters Degree in Financial Planning. 

Biffen Investment Advisers has created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we want you to see the value of working with skilled professionals to pursue your financial goals. 

Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.


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Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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Manage Your Tax Burden

If tax season has you searching for ways to lighten your tax load, here are two options to consider.

For Income, Pick Up This Split

A split-annuity strategy can help you begin receiving an income stream that has the potential to last well into the future.

Why Do Lower Prices Equal Higher Yields?

The price/yield relationship is rooted in the secondary bond market, where bonds may trade at a premium or discount of the par (or face) value.

It’s Your Home, Not Your Retirement

Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

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