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.
Helpful Content
How Income Taxes Work
A quick look at how federal income taxes work.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Business Cycle
How will you weather the ups and downs of the business cycle?