Your Financial Future
Today's economic environment presents many challenges. But along with these challenges come opportunities and potential rewards for those who can identify long-term trends.
Whether you're preparing for retirement, college savings, or estate planning we can help you address your most pressing financial matters.
Our first priority is your overall financial success. 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 designed to help you learn more about the world of personal finance.
We can help you address your needs of today and for many years to come. We utilize a stringent process to customize a financial plan for you. Retirement planning has never been more important or more difficult. We can provide clarity.
We work with retirees, families & companies across the country. We look forward to working with you through all the stages of your life.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Being healthy not only makes you feel good, it may also help you financially.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
With alternative investments, it’s critical to sort through the complexity.
Even low inflation rates can pose a threat to investment returns.
Do you have causes that you want to support with donations? Here are three tips.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Here are five facts about Social Security that might surprise you.