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.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
A change in your mindset during retirement may drive changes to your portfolio.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
The true cost of raising a child may be far more than you expect.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Why are 401(k) plans, annuities, and IRAs so popular?
Do you know how to set up your financial goals for success? This knight does.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What is your plan for health care during retirement?
When do you need a will? The answer is easy: Right Now.
A bucket plan can help you be better prepared for a comfortable retirement.