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
6 Steps to Rewire the Mind-Money Connection
People develop their relationship with money from a young age. Yet it is never too late to change a bad financial habit.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Savings and Cash Flow
Savings is a critical tool to ensure positive cash flow in your personal finances.
It's important to make sure your retirement strategy anticipates health-care expenses.
It’s that time again. Time for a do-over. For those who seize the spirit of change, there’s a “new you” ahead.
Explore financial strategies that may help you prepare for living on a fixed budget during retirement on My Retirement Walk.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
For some, the social impact of investing is just as important as the return, perhaps more important.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What is your plan for health care during retirement?
How do the markets usually react to elections? Was the 2016 election any different?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
$1 million in a diversified portfolio could help finance part of your retirement.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?