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 Avantax.
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.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Here are 5 reason why you may consider working through retirement.
Do your insurance needs stay the same when the nest empties?
Term insurance is the simplest form of life insurance. Here's how it works.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Do you know how to set up your financial goals for success? This knight does.
Even low inflation rates can pose a threat to investment returns.
$1 million in a diversified portfolio could help finance part of your retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Would you guess that Millennials are effectively saving for retirement? Well, they are.
In the world of finance, the effects of the "confidence gap" can be especially apparent.