Funding Your Life and Protecting Against Risks
Money doesn't define who you are, but planning for the wise use of money can help you create the kind of life and lifestyle that reflects who you are and what's truly important in your life. It's tough to plan (and stay on course) in challenging economic times, but those challenges also include opportunities and potential rewards for those who can take advantage of long-term trends.
That's our job - to help you take advantage of opportunities and manage those things that could get in the way of you creating the life you want for yourself and your family. We're a bit of all these roles: coach, teacher, advisor, planner, researcher, confidante, but most of all, we've got your back. We'll try to anticipate issues, help you with decisions, and be there when you just need a sounding board.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first - and only - priority is your overall financial success in the context of your life. We want to learn more about your personal situation, identify your values, dreams and goals, and understand the level of risk you feel comfortable with. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search the website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
One of the most common questions people ask about Social Security is when they should start taking benefits.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The uncertainties we face in retirement can erode our sense of confidence.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
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.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Here’s a crash course on saving for college.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Have you found yourself suddenly single? Here are 3 steps to take right now.
What does your home really cost?
The decision whether to buy or rent a home may have long-term implications.