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
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here are five facts about Social Security that are important to keep in mind.
If you find it hard to attain personal life goals, there’s an app for that!
Do you have an estate strategy? You should.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The importance of life insurance, how it works, and how much coverage you need.
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.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Here’s a crash course on saving for college.
Make your retirement as exciting as your next vacation.
Smart investors take the time to separate emotion from fact.