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"
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Being healthy not only makes you feel good, it may also help you financially.
It sounds simple, but paying yourself first can really pay off.
Knowing your options when a CD matures can help you make a sound investment decision.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work in 2012 to pay federal tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
How will you weather the ups and downs of the business cycle?
There are nearly 1,200 ETFs available. Should you invest in them?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
What does your home really cost?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.