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.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Five strategies for managing your student debt.
Simple steps may help you foil hackers and protect your privacy.
Here are six flags that may make your tax return prime for an IRS audit.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
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.
Making the most of surprises is a great reason to work with us.
$1 million in a diversified portfolio could help finance part of your retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There are a few things to consider when buying or leasing your next vehicle.
What is your plan for health care during retirement?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.