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.
Helpful Content
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?