Christina M. Doone, Financial Advisor & Investment Advisor Representative
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
Newsletters
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You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?