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
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Here are five facts about Social Security that are important to keep in mind.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
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.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
How will you weather the ups and downs of the business cycle?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
It’s never a bad time to speak with your financial advisor about changes in your situation.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
You’ve made investments your whole life. Work with us to help make the most of them.