Inflation and Your Portfolio The Real Cost of a Vacation Home Should You Ever Retire? Sit, Stay, Rollover: A Guide to IRA Rollovers

We believe the foundations of a strong financial partnership are transparency, trust and performance.


We are a team of professionals that blend years of experience in unique portfolio management with youth and energy that allows us to stay on top of today’s ever-changing technology.  We are committed to keeping you informed by maintaining personal contact and attention to your portfolio.  We also provide technology that enables you to have a comprehensive view of all of your assets, held with BFP and elsewhere, so that you may have a snapshot of your complete portfolio at any moment.  We are fee-based advisors that holistically manage your financial situation with your personal goals in mind.

Sincerely,

Fred O. Buckley, CHFC
Sean M. Buckley, CFP®

 

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Understanding Marginal Income Tax Brackets

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What Is a Stretch IRA?

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Putting a Price Tag On Your Health

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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.

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Investment Strategies for Retirement

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

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As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Safeguard Your Digital Estate

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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