Experienced & Dedicated
Make Money and Make a Difference
Sustainable and Responsible
Double Bottom Line
Identify Your Goals
Organize Your Financial Information
Create a Plan of Action
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
How Income Taxes Work
A quick look at how federal income taxes work.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Being healthy not only makes you feel good, it may also help you financially.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Is your estate in order? This short quiz may help you assess your overall strategy.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
What does your home really cost?
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Understanding the cycle of investing may help you avoid easy pitfalls.
Recent changes in estate tax laws could affect the strategy you have in place.
A bucket plan can help you be better prepared for a comfortable retirement.