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.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
There are common mistakes you can avoid when saving for retirement.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a few things to consider when buying or leasing your next vehicle.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
When do you need a will? The answer is easy: Right Now.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How will you weather the ups and downs of the business cycle?