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.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
The true cost of raising a child may be far more than you expect.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
There are ways to improve your physical fitness without denting your fiscal fitness.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Simple steps may help you foil hackers and protect your privacy.
This calculator helps estimate your federal estate tax liability.
This calculator demonstrates the power of compound interest.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Do you have causes that you want to support with donations? Here are three tips.
How do the markets usually react to elections? Was the 2016 election any different?
What are your options for investing in emerging markets?
Are you ready for retirement? Here are five words you should consider.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
With alternative investments, it’s critical to sort through the complexity.