Using your goals and timeline, we recommend strategies that help guide you to each milestone.
Hold on to more of your hard-earned money by taking advantage of our expertise in tax preparation.
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 Us
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Military families face unique challenges, making personal finance even more critical.
Beware of these traps that could upend your retirement.
It may help your business be better prepared in the event of the death of a principal or key employee.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Understanding the economy's cycles can help put current business conditions in better perspective.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you should be saving for college.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here is a quick history of the Federal Reserve and an overview of what it does.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There’s an alarming difference between perception and reality for current and future retirees.
Around the country, attitudes about retirement are shifting.
It’s never a bad time to speak with your financial advisor about changes in your situation.