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.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Knowing the rules may help you decide when to start benefits.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
It's important to understand how inflation is reported and how it can affect investments.
When considering life insurance, it's important to understand your options.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What if instead of buying that home, you invested that money?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
There’s an alarming difference between perception and reality for current and future retirees.
Investors seeking world investments can choose between global and international funds. What's the difference?