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.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Do your insurance needs stay the same when the nest empties?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Understanding the cycle of investing may help you avoid easy pitfalls.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
When do you need a will? The answer is easy: right now.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.