Helping To Bring Your Financial Goals Within Reach.
Welcome to our Website
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.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Rightsizing for Retirement
What does your home really cost?
Is Tax Reform on the Agenda?
There’s been a lot of talk about Tax Reform. What might it look like?
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
When you’re married and have children, insurance needs will be different.
When to start? Should I continue to work? How can I maximize my benefit?
An inside look at how marginal income tax brackets work.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
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 have helped you your whole life, in ways big and small. We’d like to be one of them.
Smart investors take the time to separate emotion from fact.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Around the country, attitudes about retirement are shifting.
Recent changes in estate tax laws could affect the strategy you have in place.