Many financial services firms focus on analyzing a client's financial data and conclude with strategies, tactics and tools. We view our clients as a whole person, recognizing that decisions made about money are driven by profound experiences in other parts of our client's lives.
Our time is invested in you, to understand your life, your journey, your challenges, your goals, your expectations. As a result, we can help you implement a complete financial plan that is realistic, meaningful and more likely to be achieved. Some of the key areas we look at are: Risk Management (insurance), Tax Management, Retirement Planning, and Estate Conservation.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Life and Death of a \$20 Bill
How long does a $20 bill last?
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Ascertaining the value of your business is important for a variety of reasons.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Here's a breakdown of how the federal government spends your tax money.
Earnings season can move markets. What is it and why is it important?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work in 2012 to pay federal tax liability.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Understanding the cycle of investing may help you avoid easy pitfalls.
Why are 401(k) plans, annuities, and IRAs so popular?
There’s an alarming difference between perception and reality for current and future retirees.
Investors seeking world investments can choose between global and international funds. What's the difference?
Learn how to harness the power of compound interest for your investments.