Investment Management
Using your goals and timeline, we recommend strategies that help guide you to each milestone.
Tax Preparation
Hold on to more of your hard-earned money by taking advantage of our expertise in tax preparation.
Financial 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 relationship that guides you to your goals and inspires you to dream even bigger.
Contact UsHelpful Content
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
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Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
College Savings
See how much you may need to save now to cover future college costs for your child.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.