See the Forest through the Trees
Today’s economic environment presents many challenges. Our independent firm allows us to offer you comprehensive advice and solutions that is tailored to your individual needs.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial and legacy questions.
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.
We are focused on you, your plan, and your success.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Here are 4 great, and sometimes unexpected, places to raise a family.
Life insurance proceeds are generally tax-free. But not in all cases.
At what point can you call a personal vehicle commercial?
A four-step framework for building a personal legacy.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are three things to consider before dipping into retirement savings to pay for college.
Here is a quick history of the Federal Reserve and an overview of what it does.
Making the most of surprises is a great reason to work with us.
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.
You’ve made investments your whole life. Work with us to help make the most of them.
What is your plan for health care during retirement?