You are the center of our Financial Planning practice. Our passion is creating personal financial plans with focussed Investments so you can achieve, maintain & preserve your Financial Independence. LEARN MORE: "Everything in One Place" your assets at your fingertips CLIENT ACCESS ONLY: "Everything in One Place Dashboard Log In"
"Somewhere there is a map of how it can be done."
~ Ben Stein
You are the center of our Financial Planning practice. Our passion is creating personal financial plans with focussed Investments so you can achieve, maintain & preserve your Financial Independence.
LEARN MORE: "Everything in One Place" your assets at your fingertips
CLIENT ACCESS ONLY: "Everything in One Place Dashboard Log In"
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Interest Rates: How Low Can They Go?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Understanding the economy's cycles can help put current business conditions in better perspective.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Being healthy not only makes you feel good, it may also help you financially.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Even low inflation rates can pose a threat to investment returns.
Recent changes in estate tax laws could affect the strategy you have in place.
With alternative investments, it’s critical to sort through the complexity.
Learn how to harness the power of compound interest for your investments.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
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.