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.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Smart investors take the time to separate emotion from fact.
What does your home really cost?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Are you ready for retirement? Here are five words you should consider.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Why are 401(k) plans, annuities, and IRAs so popular?