Helping Folks Retire with Confidence
Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive retirement plan, with a knowledgeable advisor offering support, may help make the road ahead less strenuous.
I’m Don Hubbard, a financial advisor who understands the concerns you and your family face as you prepare for retirement, whether that is five or fifteen years away. My goal is to help you feel confident about your future and pursue your vision of a comfortable retirement. Incorporating a life planning approach from a Biblical worldview, I develop customized retirement strategies that address both your needs and your dreams.
Retirement is a significant milestone in one’s life. My mission is to help make that transition more manageable and less stressful by building a personalized plan and offering ongoing support and objective guidance. Based in Weatherford, Texas, I serve clients in the greater Dallas-Fort Worth area and multiple states across the country. Start preparing for tomorrow’s retirement today by contacting me to set up a commitment-free introductory meeting.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
To choose a plan, it’s important to ask yourself four key questions.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
A quick look at how federal income taxes work.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, cracking the code on bonds.
There are three things to consider before dipping into retirement savings to pay for college.
Here’s a quick guide to checking to see if you have unclaimed money.
Have you found yourself suddenly single? Here are 3 steps to take right now.