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
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Military families face unique challenges, making personal finance even more critical.
How long does a $20 bill last?
Can you keep up with your children’s mobile slang?
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
What does your home really cost?
Here are five facts about Social Security that might surprise you.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It's easy to let investments accumulate like old receipts in a junk drawer.
Women must be ready to spend, on average, more years in retirement than men.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.