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.
Download our Free Social Security Ebook!
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Around the country, attitudes about retirement are shifting.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Taking regular, periodic withdrawals during retirement can be quite problematic.
When to start? Should I continue to work? How can I maximize my benefit?
This worksheet can help you estimate the costs of a four-year college program.
In the face of divorce, making changes to insurance coverage may be overlooked.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What is your plan for health care during retirement?
Agent Jane Bond is on the case, cracking the code on bonds.
Understanding the cycle of investing may help you avoid easy pitfalls.
$1 million in a diversified portfolio could help finance part of your retirement.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?