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
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Gaining a better understanding of municipal bonds makes more sense than ever.
Knowing the rules may help you decide when to start benefits.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn how to harness the power of compound interest for your investments.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
There’s an alarming difference between perception and reality for current and future retirees.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.