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 Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
The true cost of raising a child may be far more than you expect.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Being healthy not only makes you feel good, it may also help you financially.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A bucket plan can help you be better prepared for a comfortable retirement.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Three things to consider before dipping into retirement savings to pay for college.