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.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
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.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Tips to avoid checking in luggage on your next vacation.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
What is your plan for health care during retirement?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Even low inflation rates can pose a threat to investment returns.
A special needs trust helps care for a special needs child when you’re gone.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.