Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
You share your goals and dreams.
We help you plan for your future.
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.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The New Wild West: Bitcoin
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
An inside look at how marginal income tax brackets work.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator may help you estimate how long funds may last given regular withdrawals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
There are hundreds of ETFs available. Should you invest in them?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do you have causes that you want to support with donations? Here are three tips.
Are you ready for retirement? Here are five words you should consider.