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
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Debt Stress
There’s a link between debt and stress.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
View all articles 
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.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
View all calculators
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
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.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?