Understanding Today's Financial Environment
Fraser and Associates understands that many of us face challenges as we prepare for the future. We can help take the mystery out of preparing for tomorrow, today. Whether your goal is preparing for retirement, college savings or estate strategies, our personalized services focus on your financial goals and objectives.
Our professionals have years of experience in financial services. We can help address the needs you have today and for many years to come. We look forward to working with you through the various stages of your life.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
A change in your mindset during retirement may drive changes to your portfolio.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Five creative (and inexpensive) ideas for motivating your employees.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
There are things about Social Security that might surprise you.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your capital gains tax.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
How will you weather the ups and downs of the business cycle?
The decision whether to buy or rent a home may have long-term implications.
There are a few things to consider when buying or leasing your next vehicle.
Do you know these three personal finance sayings?
It's easy to let investments accumulate like old receipts in a junk drawer.