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.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
How Income Taxes Work
A quick look at how federal income taxes work.
Building Your Legacy
A four-step framework for building a personal legacy.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
Term insurance is the simplest form of life insurance. Here's how it works.
Here are six flags that may make your tax return prime for an IRS audit.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
In the face of divorce, making changes to insurance coverage may be overlooked.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Taking your Social Security benefits at the right time may help maximize your benefit.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learn about what risk tolerance really means in this helpful and insightful video.
It's easy to let investments accumulate like old receipts in a junk drawer.
Do you have causes that you want to support with donations?
Imagine your ideal post-pandemic retirement with this animated video.