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.
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Can you keep up with your children’s mobile slang?
A look inside the U.S. government's statistics on household net worth.
Simple steps may help you foil hackers and protect your privacy.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Do your insurance needs stay the same when the nest empties?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
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.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Have you explored all your options when it comes to managing your taxable income?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Are Real Estate Investment Trusts right for your portfolio?
A bucket plan can help you be better prepared for a comfortable retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A special needs trust helps care for a special needs child when you’re gone.