Personal, Professional, Ethical
Bishop Financial Advisors prides itself on getting to know you personally by understanding that your financial situation is unique, complex, and is best served by someone who shares your values.
Personal: You will appreciate our personal approach that treats you as a person with dreams, aspirations, and feelings instead of an investment account.
Professional: Our experience, continuing education and training, professional certifications, and affiliations make us qualified to provide sound advice, solid management, and comprehensive wealth planning.
Ethical: Holding ourselves to the highest standard of honesty and integrity, we provide financial clarity and independent advice to match your values.
Financial Guidance You Can Count On
“When we can help someone pursue their financial goals, using a solid, well-disciplined plan, I know that we’ve made a positive difference in someone’s life for decades to come.”
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess how many days you'll work to pay your federal tax liability.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What are your options for investing in emerging markets?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Have you found yourself suddenly single? Here are 3 steps to take right now.
It's easy to let investments accumulate like old receipts in a junk drawer.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.