Understanding Today’s Financial Environment
Welcome. We provide a complete suite of services for individuals, families and businesses to help them to plan for and manage the things that matter most in their lives and their businesses. At Parsons, we help people to identify and address their life objectives. We understand that your situation is unique, and we apply that understanding as we address both your immediate requirements and your long-range objectives.
We look forward to getting to know you, and to serving your financial needs for many years to come. Strong, enduring client relationships are paramount to us.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
It's important to make sure your retirement strategy anticipates health-care expenses.
Apps that help small business owners better manage and grow their business.
A look inside the U.S. government's statistics on household net worth.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
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.
Estimate how much you have the potential to earn during your working years.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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 a number of ways to withdraw money from a qualified retirement plan.
When should you take your Social Security benefit?
What are your options for investing in emerging markets?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Agent Jane Bond is on the case, cracking the code on bonds.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.