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
U.S. Personal Savings Rate
What can be learned from the savings rate?
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Tax preparation may be the perfect time to give the household budget a check-up.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Three things to consider before dipping into retirement savings to pay for college.
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? The answer is easy: right now.
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.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Learn how to harness the power of compound interest for your investments.