Navigating Your Retirement
For more than 25 years, our mission has been to liberate you from the stress and anxiety in the day to day grind of understanding markets, investments and financial planning.
As independent financial advisors, we act as your life-long partners who provide you with coaching support, counseling, monitoring and discipline on an ongoing basis. We encourage you to plan ahead for the expected … and unexpected.
When you engage our firm, you gain access to cutting-edge strategic financial planning, state of the art technology and prudent, best-in-class, institutional level money management.
“Go confidently in the direction of your dreams.
Live the life you’ve imagined.”
— Henry David Thoreau
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
There are things about Social Security that might surprise you.
Being healthy not only makes you feel good, it may also help you financially.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Here are some simple and inexpensive energy-saving tips that may help you save money.
How long does a $20 bill last?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Are you ready for retirement? Here are five words you should consider.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Three things to consider before dipping into retirement savings to pay for college.