Many of my clients ask what they will get by taking action and initiating a Financial Plan for themselves. What you will get is a detailed analysis of what it will take to reach your financial goals, and a specific action plan that will tell you what you need to do in each area of your financial situations.
The path of a company should be dictated by the voices of the people it serves …
- Setting a Higher Standard
- Pursuing Financial Independence
- Personalized Wealth Management Strategy
- Knowledge, Experience and Integrity Working For You
- Comprehensive Portfolio Management
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How Income Taxes Work
A quick look at how federal income taxes work.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Learn when it may not make sense to file a claim on your home insurance.
Understanding the economy's cycles can help put current business conditions in better perspective.
Is your estate in order? This short quiz may help you assess your overall strategy.
What’s the deal with your yearly free credit report?
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Here is a quick history of the Federal Reserve and an overview of what it does.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What are your options for investing in emerging markets?
A special needs trust helps care for a special needs child when you’re gone.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?