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 Avantax.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Four vacation destinations you might never have thought of.
Calculating your potential Social Security benefit is a three-step process.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Why are they made again and again? Making sense of these errors in judgement.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Make your retirement as exciting as your next vacation.
There are three things to consider before dipping into retirement savings to pay for college.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Investors seeking world investments can choose between global and international funds. What's the difference?
When markets shift, experienced investors stick to their strategy.
In life it often happens that the answers to our most pressing questions are right in our own backyards.