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
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Tax preparation may be the perfect time to give the household budget a check-up.
This worksheet can help you estimate the costs of a four-year college program.
An inside look at how marginal income tax brackets work.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Learning more about gold, and its history, may help you answer that question.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What does your home really cost?
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.