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
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A Primer on Dividends
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Even low inflation rates over an extended period of time can impact your finances in retirement.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Tax preparation may be the perfect time to give the household budget a check-up.
Understanding how a stock works is key to understanding your investments.
Taking regular, periodic withdrawals during retirement can be quite problematic.
A change in your mindset during retirement may drive changes to your portfolio.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A bucket plan can help you be better prepared for a comfortable retirement.
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?
$1 million in a diversified portfolio could help finance part of your retirement.
Three things to consider before dipping into retirement savings to pay for college.
If you died, what would happen to your email archives, social profiles and online accounts?