Golf Course Guide to Medicare
This guide to the important “game” of Medicare will help you swing and putt your way through the complex journey, hopefully aiming you in the right direction. We will...
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in Whitepaper Archives: Whitepapers
Parsec Financial brochure
Learn more about Parsec our history, processes, offerings and team in this brochure. If you are interested in learning more, please contact us!
Parsec’s Investment Process
The implementation of our portfolio is complex, but the framework is simple: we’re invested for the long term, we don’t try to time the market, and our investments are...
Parsec Financial SRI FAQ
Socially responsible investing (SRI) is the practice of evaluating investments’ social or environmental impact as well as their traditional financial metrics. By doing so, investors hope to direct their...
Parsec Financial Overview
Below is an overview presentation to help you quickly get to know us and what makes us unique! Thanks for taking the time to learn more.
Invest in Your Child’s Future with a 529 Plan
A 529 plan is a great vehicle to start saving for your child’s college education expenses. Much like your 401(k) plan at work, 529 plans offer a set list...
Why You Need a Digital Estate Plan and How To Create One
Digital estate planning is a relatively new phenomenon, having only begun to receive attention from legal and financial planning scholars in the past decade or so. And just as...
Small-Business Succession Planning Guide
It is easy for a business owner to view the value of his or her business subjectively close to the point of sale because of the owner’s interconnected feelings...
8 Saving and Investing Principles
Here are eight fundamentals you need to learn how to save, invest and hopefully help secure independent wealth over the course of your career. If you remember these key...
Doctor Independent Wealth Illustration
According to this illustration after a long, prosperous career spending 5% annually from your portfolio ($597,364) is more money than you will receive from your prior year’s paycheck after...
Charitable Giving Tax Strategies
The 2018 Tax Cuts and Jobs Act materially changed charitable giving for many Americans by modifying the rules around standard and itemized deductions.
Finding the Right Financial Advisor
If navigating the complexity of investments, insurance and estate planning is not challenging enough, try figuring out how to find the right financial advisor for you. The marketplace is...
