Combining more than 46 years of investment experience in money management, retirement planning and estate analysis we strive to become your “CHIEF FINANCIAL OFFICER.” Our interest is in your total financial picture and how all of the moving “parts” affect each other.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Please Leave Home without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
It sounds simple, but paying yourself first can really pay off.
The uncertainties we face in retirement can erode our sense of confidence.
Calculating your potential Social Security benefit is a three-step process.
How to help determine life insurance needs to provide for your family after you pass away.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
This questionnaire will help determine your tolerance for investment risk.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Learn how to harness the power of compound interest for your investments.
What are your options for investing in emerging markets?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.