Understanding Today’s Financial Environment
Welcome, we are COMPANY, a financial professional in CITY, STATE. At COMPANY, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, financial goals and objectives.
We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 888-888-8888.
Whether your needs are simple or complex, our staff stands ready to provide the highest level of personal and friendly service. Discover the ways we may be able to assist by visiting the links below. We look forward to building a great relationship with you.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Six overlooked tax deductions to help manage your tax bill.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Four vacation destinations you might never have thought of.
Here's a breakdown of how the federal government spends your tax money.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
It's easy to let investments accumulate like old receipts in a junk drawer.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Are Real Estate Investment Trusts right for your portfolio?
If you died, what would happen to your email archives, social profiles and online accounts?