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.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
A quick look at how federal income taxes work.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
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.
The decision whether to buy or rent a home may have long-term implications.
What does your home really cost?
Why are 401(k) plans, annuities, and IRAs so popular?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.