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.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Five strategies for managing your student debt.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The item most homeowners forget on their home improvement project checklist is insurance.
A letter of instruction provides additional and more personal information regarding your estate.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Estate conservation is too important to put off. Do you have a smart exit strategy?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
You’ve made investments your whole life. Work with us to help make the most of them.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Making the most of surprises is a great reason to work with us.