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
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for new financing choices and fund-raising alterna
There are things about Social Security that might surprise you.
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
As our nation ages, many Americans are turning their attention to caring for aging parents.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Military families face unique challenges, making personal finance even more critical.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Do you have causes that you want to support with donations? Here are three tips.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
If you died, what would happen to your email archives, social profiles and online accounts?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A bucket plan can help you be better prepared for a comfortable retirement.
Three things to consider before dipping into retirement savings to pay for college.