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.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Building Your Legacy
A four-step framework for building a personal legacy.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Investors who put off important investment decisions may face potential consequence to their future financial security.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Here are six flags that may make your tax return prime for an IRS audit.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you may need to save for retirement.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Agent Jane Bond is on the case, cracking the code on bonds.
What is your plan for health care during retirement?
You’ve made investments your whole life. Work with us to help make the most of them.
Have you found yourself suddenly single? Here are 3 steps to take right now.