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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."
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
However exciting retiring abroad may sound, it deserves considerable planning.
Five strategies for managing your student debt.
Here are 4 great, and sometimes unexpected, places to raise a family.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Here are five facts about Social Security that are important to keep in mind.
Healthy habits are one of the greatest gifts to give your child.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Here’s a crash course on saving for college.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Taking your Social Security benefits at the right time may help maximize your benefit.
The market is as unpredictable as the weather. We’d love to help you prepare.
A special needs trust helps care for a special needs child when you’re gone.