HDVest Client Log In
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
There are some key concepts to understand when investing for retirement
Here are five facts about Social Security that might surprise you.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Investors seeking world investments can choose between global and international funds. What's the difference?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Learn how to harness the power of compound interest for your investments.