Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Investment and financial planning services are offered by James A. Coplin through his affiliation with H D Vest.
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Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
What does the Tax Reform and Jobs Act mean for you?
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There’s a link between debt and stress.
The uncertainties we face in retirement can erode our sense of confidence.
A change in your mindset during retirement may drive changes to your portfolio.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
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
There are some key concepts to understand when investing for retirement
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There’s an alarming difference between perception and reality for current and future retirees.
What is your plan for health care during retirement?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Even low inflation rates can pose a threat to investment returns.