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 my website, send me 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.
Investment and financial planning services are offered by Patricia A. Flagg through her affiliation with Avantax
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
For homeowners who think their property taxes are too high, there are ways to appeal.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What are your options for investing in emerging markets?
Investors seeking world investments can choose between global and international funds. What's the difference?
For women, retirement strategy is a long race. It’s helpful to know the route.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.