We believe the foundations of a strong financial partnership are transparency, trust and performance.
The starting point for our investment strategy is a detailed planning process focused on getting your financial goals clear and outlining your total current financial position. From there, we are working together with you to plan and invest for sufficiency. That means having enough of the right financial assets available when you need them for however long you need them to meet your goals. Please look around our website, and if you have any questions or comments feel free to contact us.
Fred O. Buckley
Sean M. Buckley
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A Primer on Dividends
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Here's a breakdown of how the federal government spends your tax money.
As our nation ages, many Americans are turning their attention to caring for aging parents.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential capital gains taxes due on your transactions.
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Do you have causes that you want to support with donations? Here are three tips.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Have you explored all of your choices when it comes to managing your taxable income?
Three things to consider before dipping into retirement savings to pay for college.
When do you need a will? The answer is easy: right now.