Understanding Today’s Financial Environment
We provide customized strategies for financial paths. We help guide our clients toward a desired balance of investment income with an acceptable level of risk by using proper asset allocation. We have the advantage of having a knowledge base to pull from to give our clients up-to-date, intelligent advice when it is critically needed. We utilize our access to critical independent research to help us track US financial markets as well as international markets. In addition, we use software that helps us to analyze behavior in the markets and develop a plan to potentially meet those challenges. While no system or strategy can assure a profit or protect against a loss, when the markets show movement we are primed to react on the client’s behalf.Contact Us
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Four vacation destinations you might never have thought of.
A few strategies that may help you prepare for the cost of higher education.
Five phases to changing unhealthy behaviors.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
For many, retirement includes contributing their time and talents to an organization in need.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A special needs trust helps care for a special needs child when you’re gone.
Learn how to harness the power of compound interest for your investments.