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 HD Vest.
Helpful Content
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Business Cycle
How will you weather the ups and downs of the business cycle?
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?