Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
These services are offered by Jack Beloshapka, Juli Charlesworth, Paul Dillman, Larry Lehman, and Rich Morowczynski through their affiliation with HD Vest.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
There are ways to improve your physical fitness without denting your fiscal fitness.
Understanding the economy's cycles can help put current business conditions in better perspective.
For many, retirement includes contributing their time and talents to an organization in need.
How literate are you when it comes to your finances? Brush up with these five basics.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
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.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
There are three things to consider before dipping into retirement savings to pay for college.
Agent Jane Bond is on the case, cracking the code on bonds.
You’ve made investments your whole life. Work with us to help make the most of them.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Around the country, attitudes about retirement are shifting.