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
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
A few strategies that may help you prepare for the cost of higher education.
Do you have an estate strategy? You should.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Here are five facts about Social Security that are important to keep in mind.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your capital gains tax.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Pundits say a lot of things about the markets. Let's see if you can keep up.
When do you need a will? The answer is easy: Right Now.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
With alternative investments, it’s critical to sort through the complexity.
Make your retirement as exciting as your next vacation.