Parsec Financial Senior Financial Advisor Judson Meinhart walks you through 7 important numbers from your 2021 tax return to review to proactively prepare for 2022 tax filing season. Scroll...
Scroll down to watch our latest economic webinar as we review Q1 economic data and discuss economic and market trends for the rest of the year.
Learn more about Parsec our history, processes, offerings and team in this brochure. If you are interested in learning more, please contact us!
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.
Please watch our latest webinar on 2021 market performance and 2022 economic outlook. Specifically, we discussed: 1. Performance of stock and bond markets in 2021: We recapped performance across major...
It is critical to prepare for divorce by making sure you have the resources in place to navigate the process successfully. It begins with establishing a strong support network,...
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...
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...
Trying something new can be scary. Trying to understand all of the rules surrounding your Medicare benefits as a new enrollee can be downright frightening! In this presentation we...
Parsec's research team reviews key market and economic trends from the past quarter and provides insights through year end.
Parsec Manager of Financial Planning and Financial Advisor Judson Meinhart, CFP®, BFA ™, provides guidance for this year's Medicare open enrollment season.
The 2017 Tax Cuts and Jobs Act materially changed charitable giving for many Americans by doubling the standard deduction and limiting available itemized deductions. Learn the three most notable...
After a long, prosperous career and strategically saving 20% of your earnings and investing in equities, you have successfully created a retirement paycheck for yourself. Even as you spend...
Parsec President and Chief Investment Officer Bill Hansen discusses economic highlights from the second quarter of 2021. Parsec Co-Directors of Tax Services Larry Harris and Brad Burlingham review current...
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...
We recently hosted a webinar where our research team discussed key economic results from the first quarter of 2021 and trends to watch, our director of investment management explained...
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...
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...
One way to strategically transfer wealth to your heirs and build generational wealth is through a strategic gifting plan. Here we illustrate how early contributions can compound into significant...
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...
This illustration shows a 5% spending from a portfolio of large US companies as illustrated by the S&P 500 index. The analysis assumes you spend 5% of the prior...
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...
The emotional brain is not wired to make great financial decisions. This challenge is made greater by uncertainty about the future outcomes of investments, taxes, interest rates, and the...
This whitepaper examines the differences, risks and benefits of passive versus active investments, as well as the factors driving the continuing investor preference for passively managed strategies. We’ll discuss...
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...
