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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The New Wild West: Bitcoin
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Technology tips to make your next trip even better.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Understanding how capital gains are taxed may help you refine your investment strategies.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
What can be learned from the savings rate?
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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 some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The market is as unpredictable as the weather. We’d love to help you prepare.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Here are five facts about Social Security that might surprise you.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What does your home really cost?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.