Preparing for retirement isn’t easy. We seek to simplify the process and help individuals and families develop customized strategies that are tailored to their unique situation and goals.
Offering access to a comprehensive suite of financial planning and investment services, we strive to help business owners reduce taxable income and implement an appropriate retirement plan.
In developing strategies, our goal is to help clients better understand their investment opportunities so they may make educated decisions and feel confident in their financial future.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Knowing the rules may help you decide when to start benefits.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Bucket lists don’t have to be for tomorrow.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
There are a few things to consider when buying or leasing your next vehicle.