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.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
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.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Here are some simple and inexpensive energy-saving tips that may help you save money.
These food myths will really put a drain on your wallet.
Currency has been around for a long time. Here’s a quick history lesson.
Here's a breakdown of how the federal government spends your tax money.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What does your home really cost?
Understanding the cycle of investing may help you avoid easy pitfalls.
What is your plan for health care during retirement?
A special needs trust helps care for a special needs child when you’re gone.