Understanding Today's Financial Environment
Welcome, I'm Douglas Covert, a financial consultant in Sacramento, CA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (800) 204-4415.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Are Women and Financial Strategies a Mismatch?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Gaining a better understanding of municipal bonds makes more sense than ever.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Here are five facts about Social Security that might surprise you.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How will you weather the ups and downs of the business cycle?
If you died, what would happen to your email archives, social profiles and online accounts?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Estate conservation is too important to put off. Do you have a smart exit strategy?