What We Do
Our mission is to help our clients discover true wealth: all that money can't buy and death can't take away.Learn More
By coordinating all aspects of your financial life we can help you make smart financial decisions.Learn More
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
It's important to understand the pros and cons when considering a prepaid debit card.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A few strategies that may help you prepare for the cost of higher education.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Couples may be able to head off many of the problems in a marriage that money can cause.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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 compare the future value of investments with different tax consequences.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
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.
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.
There’s an alarming difference between perception and reality for current and future retirees.
Smart investors take the time to separate emotion from fact.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The decision whether to buy or rent a home may have long-term implications.
Learn how to harness the power of compound interest for your investments.