Take Control of Your Financial Future
We help our clients address their most pressing financial concerns, from saving for retirement to leaving a lasting legacy, in a comfortable, convenient, and caring way. We are our clients’ personal CFO, life coach, counselor, and friend. When you work with us, you’re part of the family.
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Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.