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.
Helpful Content
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The Rule of 72
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.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Debt Stress
There’s a link between debt and stress.
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Pullbacks, Corrections, and Bear Markets
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Doubling Your Money
This calculator demonstrates the power of compound interest.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.