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.
You’ve made investments your whole life. Work with us to help make the most of them.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
A windfall from a loved one can be both rewarding and complicated.
Learn how to address the challenges that women face when planning for retirement.
To choose a plan, it’s important to ask yourself four key questions.
Estimate how much you have the potential to earn during your working years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Preparing for the unexpected can make all the difference if your family relies on your income.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
When markets shift, experienced investors stick to their strategy.
There are a few things to consider when buying or leasing your next vehicle.