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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Parker Advisors

Welcome to our Web site, we would like to take a minute of your time to tell you about us and how we can serve you.  We are a full-service tax and financial services  firm, priding ourselves on our ability to take these two essential concepts to provide the highest level of service to you.  It is our goal to work with each of our clients to develop a customized financial program which correlates their tax needs with their financial goals. Under 'Our Services' you will find all the services and programs we offer here at Parker Advisors. 

Helpful Content

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

 

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

The Best Apps in Travel

Technology tips to make your next trip even better.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

2017 Year in Review

Take a look at this 2017 Market Recap.

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