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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
This worksheet can help you estimate the costs of a four-year college program.
Couples may be able to head off many of the problems in a marriage that money can cause.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Even low inflation rates over an extended period of time can impact your finances in retirement.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator demonstrates the power of compound interest.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Principles that can help create a portfolio designed to pursue investment goals.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
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.