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 services are offered by C. Mark Fifield through his affiliation with HD Vest.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
When considering life insurance, it's important to understand your options.
It's important to understand the pros and cons when considering a prepaid debit card.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
How long does a $20 bill last?
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
There’s an alarming difference between perception and reality for current and future retirees.
There are three things to consider before dipping into retirement savings to pay for college.
There are a few things to consider when buying or leasing your next vehicle.
It's easy to let investments accumulate like old receipts in a junk drawer.
A bucket plan can help you be better prepared for a comfortable retirement.
In life it often happens that the answers to our most pressing questions are right in our own backyards.