We deliver comprehensive, implementation-oriented wealth management services to our clients.
Our approach is designed to help our clients ..
..define their own unique values and objectives;
..save two valuable resources: time and money;
..develop and implement financial, tax, estate and retirement strategies that provide our clients with a higher possibility of achieving their goals.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Here are 4 great, and sometimes unexpected, places to raise a family.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
There are ways to improve your physical fitness without denting your fiscal fitness.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine your potential long-term care needs and how long your current assets might last.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Make your retirement as exciting as your next vacation.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Do you have causes that you want to support with donations? Here are three tips.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Do you know these three personal finance sayings?
There are a few things to consider when buying or leasing your next vehicle.