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 Avantax Wealth ManagementSM
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Five phases to changing unhealthy behaviors.
Understanding the value of a home warranty.
Try these activities to keep your brain sharp.
The tax rules that govern donating art are complex and confusing. Take a closer look.
When to start? Should I continue to work? How can I maximize my benefit?
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Learn how to harness the power of compound interest for your investments.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Around the country, attitudes about retirement are shifting.
It's easy to let investments accumulate like old receipts in a junk drawer.
There are three things to consider before dipping into retirement savings to pay for college.