Customized Financial Roadmap
We all face our own unique challenges. Understanding what’s important to you allows us to create a customized financial roadmap to help you reach your retirement dreams.
- Specific to your values and goals
- Identify your risk tolerance
- Consider your age
- Project your retirement lifestyle
- Adjust your plan as needed
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
For homeowners who think their property taxes are too high, there are ways to appeal.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
How long does a $20 bill last?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How will you weather the ups and downs of the business cycle?
What if instead of buying that vacation home, you invested the money?
What is your plan for health care during retirement?
When you retire, how will you treat your next chapter?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Making the most of surprises is a great reason to work with us.