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Since 1997 we’ve been here for you; to help you plan your retirement, manage your money and provide you with comprehensive financial advice. We provide the financial insights you need to accomplish your personal vision of your future and partner with you long-term to help accomplish your financial goals.
We focus on Financial Planning, Retirement Planning, Estate Planning, and IRA Planning.Contact Us
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Is your estate in order? This short quiz may help you assess your overall strategy.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Here’s a crash course on saving for college.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
When do you need a will? The answer is easy: Right Now.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
How do the markets usually react to elections? Was the 2016 election any different?
What if instead of buying that vacation home, you invested the money?