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Christina M. Doone, Financial Advisor & Investment Advisor Representative 

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Financial Matters with Chris Doone

Welcome!   

    You will find a wealth of information at our site in the form of newsletters, articles, calculators and research reports.               

    Click the links and learn, share them with your family, friends, co-workers and employees!

     We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal, professional and business finances. We have created this site to help you gain a better understanding of the financial concepts behind insurance, investing, dollar cost averaging, retirement planning, estate planning and wealth preservation.  Most importantly, we hope you see the value of working with a skilled professional to pursue and achieve your financial goals.

    We are here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data and the array of products available to you for your financial success.  We hope you take advantage of this resource and visit us often.

    Be sure to add our site to your list of "favorites" in your internet browser.  We frequently update our information and wouldn't want you to miss any developments in the area of personal and business finance.  We can also review retirement options for you and your staff.  We invite you to call us with any financial concerns you might have and we look forward to hearing from you!

Thank you for spending some of your valuable time with us.

Chris Doone, Financial Advisor

Financial Advisor & Investment Advisor Representative 

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Determine whether you should consider refinancing your mortgage.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Use this calculator to determine whether you qualify for the different types of IRAs.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck