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.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
A four-step framework for building a personal legacy.
Tax preparation may be the perfect time to give the household budget a check-up.
Understanding how capital gains are taxed may help you refine your investment strategies.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
When considering life insurance, it's important to understand your options.
Read this overview to learn how financial advisors are compensated.
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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 chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Do you have causes that you want to support with donations?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Peer-to-peer payment apps are one of the newest ways to send money.
Here’s a crash course on saving for college.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Why are 401(k) plans, annuities, and IRAs so popular?