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.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
When you’re married and have children, insurance needs will be different.
Tips on insuring your teen driver.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
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.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Estate conservation is too important to put off. Do you have a smart exit strategy?
There are a few things to consider when buying or leasing your next vehicle.
It's easy to let investments accumulate like old receipts in a junk drawer.
What are your options for investing in emerging markets?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.