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.
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Protecting Your Future Income with “Own-Occupation Specialty Specific” Disability Insurance.
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Understanding the various strategies for Student Loan repayment is critical to your overall financial picture.
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Helpful Content
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
All Under One Roof
Consolidating your assets onto one platform can reap multiple benefits.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Financial Empowerment for Women
Tips on how women can gain financial confidence.
Asset and Account Consolidation for Your Estate
Investment account consolidation is important to consider for estate planning.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Surprises
Making the most of surprises is a great reason to work with us.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.