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 uniquely 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 unbiased advice to match your values.
Financial Guidance You Can Count On
“When we can help someone meet 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.”
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
When considering life insurance, it's important to understand your options.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
One way to find money is to examine your current spending habits and eliminate money wasters.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Here are five facts about Social Security that might surprise you.
Learn how to harness the power of compound interest for your investments.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
A bucket plan can help you be better prepared for a comfortable retirement.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
What if instead of buying that home, you invested that money?