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Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we, at Village Tax & Financial Services, can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer. 

Investment and financial services are offered by Bridget A.McRobert through her affilation with Avantax Wealth ManagementSM

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Helpful Content

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

 

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

When Markets React

When markets shift, experienced investors stick to their strategy.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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