Download Our Tax Reform Ebook!
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
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.”
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
At what point can you call a personal vehicle commercial?
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you have causes that you want to support with donations? Here are three tips.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What are your options for investing in emerging markets?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.