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BIG IDEAS: 2020 EVENT

BIG IDEAS: 2020 EVENT

Please join us for a relaxing evening at Richmond's oldest winery, James River Cellars. There you will be able to partake in some complimentary wine tasting. We will have food and non-alcoholic drinks for everyone also.

Spence Baxter is a partner with Johnson Gasink & Baxter and will present valuable information on protecting your estate through proper planning.

Matt Murphy is a national speaker and will be presenting BIG IDEAS: 2020. He will look at some of the latest technologies and innovations and where to invest to take advantage of the upcoming trends for 2020 and beyond.

Please RSVP to either Steve Hamant or Michael Muldowney at (804 ) 270-0703

Learn more

Understanding Today’s Financial Environment

Welcome, we are a financial services firm in Glen Allen, Virginia. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals all have over 20 years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call Steve, Tim or Mike at (804) 270-0703. 

 

Helpful Content

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

 

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

A Primer on Dividends

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

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Managing Your Lifestyle

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

When Markets React

When markets shift, experienced investors stick to their strategy.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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