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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
It may help your business be better prepared in the event of the death of a principal or key employee.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
$1 million in a diversified portfolio could help finance part of your retirement.
With alternative investments, it’s critical to sort through the complexity.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Why are 401(k) plans, annuities, and IRAs so popular?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There are hundreds of ETFs available. Should you invest in them?