Broker Check
Behavioral Finance 4 Elements of an Estate Strategy The Wild West of Data Theft Supporting Local Business In a Crisis

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.

Helpful Content

What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

 

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

View all articles arrow

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Saving for College 101

Here’s a crash course on saving for college.

View all videos arrow