MathisAbbe Financial Advisors

...your bridge to financial freedom

Welcome to MathisAbbe Financial Advisors!

Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities.  They also take unnecessary risks and fail to adequately protect their assets.

That's where MathisAbbe Financial Advisors can help.  Jim Mathis and Rick Abbe have a combined 78 years of experience helping people identify and reach their financial objectives.  Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth.  By helping you acquire the information you need, we hope to establish long and trusted relationships with our clients.

The financial planning process begins with an in-depth evaluation of your current financial situation.  Once we've established your overall objectives, we'll focus on your specific goals. 

Thank you for visiting our website.  You will find articles and videos containing information that you can use as you plan your financial freedom. 
Calculators

Savings Accumulation

Estimate the future value of your current savings.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

More Calculators →

Newsletters

Protect Your Business with a Disaster Readiness Plan

Most people think of hurricanes, tornados, and earthquakes as events that could seriously affect the operations of a business and result in shortages of goods and materials. But even a fire or a flood in the warehouse can cause operations to come to a grinding halt. By one estimate, one-quarter of businesses never reopen after a major calamity.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Giving the Gift of Knowledge

A college education is still a good investment. Consider this statistic: The overall unemployment rate reached as high as 9.9% in 2010, but for workers with a bachelor's degree or higher, it did not exceed 5.1%. But a college education can be expensive. There is a tax-advantaged way to accumulate money for a child's or grandchild's education: a Section 529 plan.

Roth IRA Conversion Mistakes Can Be Costly

One popular way to fund a Roth IRA is by transferring assets from a traditional IRA or an employer-sponsored retirement plan. This type of transaction, called a Roth IRA conversion, is simple in theory but can be complicated in practice. If you make certain mistakes, you could lose some key advantages.

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