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
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Knowing the rules may help you decide when to start benefits.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
One way to find money is to examine your current spending habits and eliminate money wasters.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
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 number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Have you explored all of your choices when it comes to managing your taxable income?
Recent changes in estate tax laws could affect the strategy you have in place.
Even low inflation rates can pose a threat to investment returns.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream 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.