Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding questions you may have about any particular investment concepts or products. Long-term relationships that encourage open and hones communication have been the cornerstone and foundation of our business.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Regardless of how you approach retirement, there are some things about it that might surprise you.
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.
Marriage changes everything, including your insurance needs.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your capital gains tax.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
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.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
There are hundreds of ETFs available. Should you invest in them?
For women, retirement strategy is a long race. It’s helpful to know the route.
Understanding the cycle of investing may help you avoid easy pitfalls.
Here are five facts about Social Security that might surprise you.
Even low inflation rates can pose a threat to investment returns.