Using your goals and timeline, we recommend strategies that guide you to each milestone.
Tax Preparation and Planning
Hold on to more of your hard-earned money by taking advantage of our expertise in tax planning.
After a lifetime of work, you deserve a comfortable retirement with the freedom to enjoy your golden years.
Have you ever imagined what life looks like in the future? Where do you want to be 10, 20, or 30 years from now?
Perhaps it's sending a son or daughter off to college, beginning a new business venture, or even ending a long career. While the vision may be clear, it can be considerably more difficult to conceive how you'll reach this destination.
Homans and Associates Wealth Management is proud to stand by your side and plan for the many wonderful milestones you and your family have yet to experience. Our talented advisors share in your excitement and alleviate the worry that accompanies whether or not you'll be able to finance an education, keep a company afloat, or afford to retire. Starting with today we map out your road to tomorrow, always mindful to answer your pressing questions, provide customized financial advice, and anticipate any problems that may arise. We are eager to begin a long-term partnership that guides you to your goals and inspires you to dream even bigger.Contact Us
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Saving for College 101
Here’s a crash course on saving for college.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Tips on insuring your teen driver.
Do you know where the idea of “retirement” comes from?
Technology tips to make your next trip even better.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
It's easy to let investments accumulate like old receipts in a junk drawer.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
When do you need a will? The answer is easy: Right Now.
There are three things to consider before dipping into retirement savings to pay for college.
Why are 401(k) plans, annuities, and IRAs so popular?
Around the country, attitudes about retirement are shifting.