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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Protect yourself against the damage that your homeowners policy doesn’t cover.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
For homeowners who think their property taxes are too high, there are ways to appeal.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How do the markets usually react to elections? Was the 2016 election any different?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Smart investors take the time to separate emotion from fact.
Pundits say a lot of things about the markets. Let's see if you can keep up.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”