Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges come opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Investment and financial planning services are offered by Joseph Hancock, John Sweeden, Mark Ellison and Ken Hodges through their affiliation with HD Vest.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Learn when it may not make sense to file a claim on your home insurance.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Use this calculator to compare the future value of investments with different tax consequences.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Investors seeking world investments can choose between global and international funds. What's the difference?
Roth IRAs are tax advantaged in a different way from traditional IRAs.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
In life it often happens that the answers to our most pressing questions are right in our own backyards.