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
How Stocks Work
Understanding how a stock works is key to understanding your investments.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Your credit score may influence how much you pay for auto and home insurance.
Retirees traveling abroad need to know that their health insurance travels with them.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Five creative (and inexpensive) ideas for motivating your employees.
Try these activities to keep your brain sharp.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Investors seeking world investments can choose between global and international funds. What's the difference?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Smart investors take the time to separate emotion from fact.
What if instead of buying that vacation home, you invested the money?