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.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Couples may be able to head off many of the problems in a marriage that money can cause.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Don’t overlook the need for renter’s insurance if you rent your home.
This calculator can help you estimate how much you may need to save for retirement.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A presentation about managing money: using it, saving it, and even getting credit.
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
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Taking your Social Security benefits at the right time may help maximize your benefit.
When do you need a will? The answer is easy: Right Now.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are hundreds of ETFs available. Should you invest in them?
Would you guess that Millennials are effectively saving for retirement? Well, they are.