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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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This calculator helps estimate your federal estate tax liability.

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Assess whether you are running “in the black” or “in the red” each month.

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Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

Home Mortgage Deduction

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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

Managing Your Lifestyle

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

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Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

When Do You Need a Will?

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Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

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Learn how to harness the power of compound interest for your investments.

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