Helping Clients Invest in Their Financial Dreams
With something as personal as your finances, it’s important to work with an planner you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event, it is an ongoing process that requires adjustments as your life or goals change. At our firm we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Understanding the value of a home warranty.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Do you have an estate strategy? You should.
It's important to understand the pros and cons when considering a prepaid debit card.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Smart investors take the time to separate emotion from fact.
Women must be ready to spend, on average, more years in retirement than men.
There’s been a lot of talk about Tax Reform. What might it look like?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.