File-and-Suspend, Suspended Coaches A Fruitful Retirement: Social Security Benefit Let's Chat

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.


Helpful Content

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

 

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

View all articles arrow

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

File-and-Suspend, Suspended

Changes are coming to Social Security on May 1st, 2016.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

View all videos arrow