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Hepburn Financial Advisors
508 Elm Avenue, Suite 100
Phoenixville, Pennsylvania 19460-3325
Office: 610-933-4442

Preparing For the Ultimate Vacation Don't Buy The Hype A New Way to Look at Your Bucket List Surprise! You’ve Got Money!

Helping you navigate your financial future

Regardless of how you arrived at your current level of success, one thing is certain - you couldn't have done it without a vision and a strategy.

As a financial advisor to successful business owners, executives and high net worth individuals, Hepburn Financial Advisors helps its clients navigate the financial hazards and find favorable winds for smooth, confident sailing to their financial destination.

Doesn't it make sense to have a seasoned professional aboard for your voyage?

Doug Hepburn, CPA/PFS, CFP®, MS Taxation

Helpful Content

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Inflation - Back to the Future

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

 

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

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.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Saving for College 101

Here’s a crash course on saving for college.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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