Live A Great Life For The Rest Of Your Life
After years of working with our clients, we have found two constants:
1) They want to live a great life today and for the rest of their lives
2) They want to remove the worry and stress from their personal finances.
People have a tendency to make decisions one at a time as various situations present themselves. Over the years they compile multiple financial products, advisors, and institutions that make up their financial landscape. At some point they realize they have all this financial “stuff” but do not know how to put it all together to get them where they want to go.
Utilizing a holistic approach, we teach our clients how their various financial decisions are related and how to best coordinate them to reduce risk and increase the efficiency of their money. The result is they have a better lifestyle and worry less about their money.Contact Us
Be My Beneficiary
Financial planning for couples.
First Things First
These four essential steps can help to increase your financial confidence for the year ahead.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Living with confidence means living within your means. managers.
Hour by hour, these 11 tips can help cut daily costs and save more money.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Here is a quick history of the Federal Reserve and an overview of what it does.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How do the markets usually react to elections? Was the 2016 election any different?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What if instead of buying that vacation home, you invested the money?
When should you take your Social Security benefit?