Your Financial Future
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 can help you address your most pressing money questions.
Our first priority is your overall financial independence. 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 our 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 our website, send us 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.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Learn when it may not make sense to file a claim on your home insurance.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Tips on insuring your teen driver.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
What if instead of buying that vacation home, you invested the money?
$1 million in a diversified portfolio could help finance part of your retirement.
When you retire, how will you treat your next chapter?
Here are five facts about Social Security that might surprise you.
Learn how to harness the power of compound interest for your investments.
If you died, what would happen to your email archives, social profiles and online accounts?