A Bucket Plan to Go with Your Bucket List Safeguard Your Digital Estate The Richest Man in Babylon What Smart Investors Know

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.

Sincerely,

Fred O. Buckley
Sean M. Buckley

 

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Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

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U.S. Personal Savings Rate

What can be learned from the savings rate?

 

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Estimate your monthly and annual income from various IRA types.

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

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Using smart management to get more of what you want and free up assets to invest.

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There are a number of ways to withdraw money from a qualified retirement plan.

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There’s an alarming difference between perception and reality for current and future retirees.

The Richest Man in Babylon

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What does your home really cost?

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Have you explored all of your choices when it comes to managing your taxable income?

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Should I Invest in Gold?

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