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The Latte Lie and Other Myths Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination

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We hope your visit to our website will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

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Helpful Content

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

Is Tax Reform on the Agenda?

Is Tax Reform on the Agenda?

There’s been a lot of talk about Tax Reform. What might it look like?

Mastering Mobile Lingo

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

 

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Insurance Needs Assessment:When You're Married With Children

When you’re married and have children, insurance needs will be different.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Rule of 72

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.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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