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.
Rightsizing for Retirement
What does your home really cost?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, covering how bond laddering works.
When to start? Should I continue to work? How can I maximize my benefit?
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Ascertaining the value of your business is important for a variety of reasons.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Knowing the rules may help you decide when to start benefits.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Estimate how much you have the potential to earn during your working years.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Learn how to harness the power of compound interest for your investments.
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.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Agent Jane Bond is on the case, infiltrating the world of bonds.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.