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HD Vest Financial Services include an independent network of tax and non-tax professionals providing comprehensive financial services solutions.
2084 National Road, Wheeling, WV 26003
P: (304) 243-9071 | F: (304) 243-9073 | email@example.com
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
How to help determine life insurance needs to provide for your family after you pass away.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Five creative (and inexpensive) ideas for motivating your employees.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
$1 million in a diversified portfolio could help finance part of your retirement.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The decision whether to buy or rent a home may have long-term implications.
The market is as unpredictable as the weather. We’d love to help you prepare.
What are your options for investing in emerging markets?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.