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
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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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.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Surprises
Making the most of surprises is a great reason to work with us.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.