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.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Retirees traveling abroad need to know that their health insurance travels with them.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Gaining a better understanding of municipal bonds makes more sense than ever.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Knowing the rules may help you decide when to start benefits.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learn how to harness the power of compound interest for your investments.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The market is as unpredictable as the weather. We’d love to help you prepare.