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Creating the right financial plans and investment strategies for you and your family.Learn More
We can help you identify your retirement goals and work with you to achieve your ideal retirement.Learn More
Understanding Today's Financial Environment
Creating a comprehensive financial plan and investment strategy for you begins with understanding who you are and what is important to you. We begin client relationships with a discovery meeting, so we can truly get to know you, your values, and your financial dreams. After helping you identify your goals, we will create and implement your customized plan. We provide ongoing management and oversight of your investments, along with communication to keep you well-informed. We welcome the opportunity to assist you in pursuing your goals and dreams.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Learn about the rise of Impact Investing and how it may benefit you.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
There are four very good reasons to start investing. Do you know what they are?
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the total cost in today's dollars of various mortgage alternatives.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
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.
How federal estate taxes work, plus estate management documents and tactics.
Have you found yourself suddenly single? Here are 3 steps to take right now.
An amusing and whimsical look at behavioral finance best practices for investors.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
It's easy to let investments accumulate like old receipts in a junk drawer.
There are hundreds of ETFs available. Should you invest in them?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.