Today’s investment climate offers unprecedented opportunities
At Craun Freeman Tax & Wealth Management, it is Bob Craun and Jeff Freeman's mission is to help clients take advantage of those opportunities by providing them with three key tools:
- A clear understanding of their financial goals
- A well-defined roadmap for pursuing those goals
- Ongoing advice to help adjust their roadmap when their needs change.
Bob and Jeff's services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. Bob & Jeff specialize in helping their clients develop a comprehensive, cohesive financial plan that fits their unique needs and enables them to pursue both short- and long-term objectives. On this Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. Bob and Jeff offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs. Please remember to visit this Web site often, as the content is constantly changing. For help with your financial management, or for more information Craun Freeman Tax & Wealth Management, please contact us today.
Investment and Financial planning services offered by Bob Craun and Jeff Freeman through their affiliation with HD Vest
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
When you’re married and have children, insurance needs will be different.
Building wealth requires protection from the forces of wealth destruction.
Simple steps may help you foil hackers and protect your privacy.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Understanding the value of a home warranty.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here are five facts about Social Security that might surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, cracking the code on bonds.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Learn how to harness the power of compound interest for your investments.
Investors seeking world investments can choose between global and international funds. What's the difference?