Serving Our Clients
Whether you are building wealth, transitioning into retirement, or planning for your business, our objective is to provide wise counsel, establishing a long-term relationship built and earned on the solid foundation of trust.Learn more
Business owners and professionals face special financial concerns. We offer qualified professional assistance to pursue your objectives.Learn more
Continuing Professional Education
In all of our workshops, we strive to deliver significant value for all participants. In our public workshops on Social Security, the economy and capital markets, retirement planning, and other topics, we can provide CPE for CPAs and PHRs in attendance.Learn more
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Understanding how a stock works is key to understanding your investments.
Estimate the potential capital gains taxes due on your transactions.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work in 2012 to pay federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Do you have causes that you want to support with donations? Here are three tips.
Understanding the cycle of investing may help you avoid easy pitfalls.