Your Financial Future
Today’s economic environment presents many challenges, but along with challenge comes opportunity and potential reward 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. I will get back to you quickly with a thoughtful answer.
*These services offered by Mark Hyma through his affiliation with Avantax.
Helpful Content
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.