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.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Military families face unique challenges, making personal finance even more critical.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Ascertaining the value of your business is important for a variety of reasons.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Here are five facts about Social Security that might surprise you.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Even low inflation rates can pose a threat to investment returns.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A bucket plan can help you be better prepared for a comfortable retirement.
Are Real Estate Investment Trusts right for your portfolio?