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.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
What’s the deal with your yearly free credit report?
When you’re married and have children, insurance needs will be different.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
What are your options for investing in emerging markets?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here is a quick history of the Federal Reserve and an overview of what it does.
Are you ready for retirement? Here are five words you should consider.