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.
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.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Calculating your potential Social Security benefit is a three-step process.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How do the markets usually react to elections? Was the 2016 election any different?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What are your options for investing in emerging markets?
How will you weather the ups and downs of the business cycle?