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Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
Our first priority is helping you take care of yourself and your family. 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.
A Firm That Always Has YOUR Best Interests In Mind
A wealth planning and investment management firm, we pride ourselves most with the true family environment that exists at Park Wealth Management.
Our only objective is to treat the wealth management needs of our clients in just the way we do with our own families – utilizing the highest level of investment and planning sophistication along with a caring concern for those we serve.Schedule an Appointment
How Much do You Know About Investment?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It sounds simple, but paying yourself first can really pay off.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Six overlooked tax deductions to help manage your tax bill.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Why are 401(k) plans, annuities, and IRAs so popular?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Are you ready for retirement? Here are five words you should consider.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.