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"
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
It's important to make sure your retirement strategy anticipates health-care expenses.
How long does a $20 bill last?
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Are Real Estate Investment Trusts right for your portfolio?
Have you explored all of your choices when it comes to managing your taxable income?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
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.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.