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.View our Services
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.
Understanding the value of a home warranty.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Tips to avoid checking in luggage on your next vacation.
Bonds may outperform stocks one year only to have stocks rebound the next.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There are hundreds of ETFs available. Should you invest in them?
Learn how to harness the power of compound interest for your investments.
Pundits say a lot of things about the markets. Let's see if you can keep up.
For women, retirement strategy is a long race. It’s helpful to know the route.
Explaining the SECURE Act and how the changes affect your retirement strategy.