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.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
There’s a link between debt and stress.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your capital gains tax.
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.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Are Real Estate Investment Trusts right for your portfolio?
How will you weather the ups and downs of the business cycle?
A bucket plan can help you be better prepared for a comfortable retirement.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.