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

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

More Newsletters →