Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes 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 my 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 my 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.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
It sounds simple, but paying yourself first can really pay off.
One way to find money is to examine your current spending habits and eliminate money wasters.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Even low inflation rates can pose a threat to investment returns.
How will you weather the ups and downs of the business cycle?
It's easy to let investments accumulate like old receipts in a junk drawer.
A special needs trust helps care for a special needs child when you’re gone.
The market is as unpredictable as the weather. We’d love to help you prepare.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.