Helping clients confidently make well informed decisions about their financial future.
- Understand and optimize Social Security Income claiming choices,
- Evaluate risk tolerance in a manner the clients understand,
- Align our clients’ personal risk tolerance to the risk of their current portfolio,
- Thoroughly analyze and report the true cost of our clients’ investments,
- Prepare a plan that is consistent with our clients’ goals and
- Leverage our financial plan as a road map for our clients’ investment decisions.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
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.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Making the most of surprises is a great reason to work with us.
With alternative investments, it’s critical to sort through the complexity.
Taking your Social Security benefits at the right time may help maximize your benefit.
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.
There are three things to consider before dipping into retirement savings to pay for college.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.