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We work together with you to make smart choices about your money, allowing you to pursue goals that are important to you. Through a careful evaluation of your needs, we will map out the right course for you to reach your desired destination.Read More
Your journey will involve life changes that will arise, and we are here to help you continuously adjust and improve your course of direction to grow with each of these milestone moments.Read More
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
An inside look at how marginal income tax brackets work.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Why are 401(k) plans, annuities, and IRAs so popular?
The market is as unpredictable as the weather. We’d love to help you prepare.
There’s an alarming difference between perception and reality for current and future retirees.
All about how missing the best market days (or the worst!) might affect your portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.