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.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
Looking ahead can help you conquer these unique obstacles.
Medicare’s popular program, offering free gym membership and health education.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Understanding how capital gains are taxed may help you refine your investment strategies.
There’s a link between debt and stress.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Around the country, attitudes about retirement are shifting.
Doing your research is key before buying a vacation home.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Here are five facts about Social Security that might surprise you.
Do you have causes that you want to support with donations?