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.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
This checklist can give you a quick snapshot of how prepared you are.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Can you keep up with your children’s mobile slang?
The uncertainties we face in retirement can erode our sense of confidence.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Here’s a crash course on saving for college.
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What does your home really cost?
Women must be ready to spend, on average, more years in retirement than men.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?