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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A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."

 

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How Stocks Work

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Historical Inflation

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Federal Income Tax

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Interested in a Fuel Efficient Car?

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5 Smart Investing Strategies

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

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5 Smart Investing Principles

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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.

Interest Rates: How Low Can They Go?

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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