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.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
How long does a $20 bill last?
Understanding the value of a home warranty.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some key concepts to understand when investing for retirement
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.
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
A presentation about managing money: using it, saving it, and even getting credit.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What does your home really cost?
If you died, what would happen to your email archives, social profiles and online accounts?
Investors seeking world investments can choose between global and international funds. What's the difference?