We help individuals and families proactively address the key wealth issues that they face over the course of their lifetime. Those issues include:
- Potential Growth of investment assets.
- Effectively using credit.
- Maximizing the value of your qualified retirement plans and tax deferred investments.
- Enhancing the value and protecting your compensatory stock options and restricted stock.
- Business succession planning.
- Devising gifting strategies to children and charities.
- Selecting the best entities for your durable power of attorney and health care power, executor of your will and estate.
- Ensuring that your assets are titled properly and coordinated with wills and trusts.
- Defining your legacy plan for your family and your passions.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
One of the most common questions people ask about Social Security is when they should start taking benefits.
It sounds simple, but paying yourself first can really pay off.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Knowing the rules may help you decide when to start benefits.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This worksheet can help you estimate the costs of a four-year college program.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The decision whether to buy or rent a home may have long-term implications.
Recent changes in estate tax laws could affect the strategy you have in place.
There’s an alarming difference between perception and reality for current and future retirees.
Have you explored all of your choices when it comes to managing your taxable income?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.