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.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Five phases to changing unhealthy behaviors.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Life insurance proceeds are generally tax-free. But not in all cases.
A quick look at how federal income taxes work.
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Taking your Social Security benefits at the right time may help maximize your benefit.
It's easy to let investments accumulate like old receipts in a junk drawer.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here’s a quick guide to checking to see if you have unclaimed money.
Women must be ready to spend, on average, more years in retirement than men.
Smart investors take the time to separate emotion from fact.