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We assist you in establishing harmony among the important facets of your family’s vision and values. Professional and objective financial advice, conducted on your terms, creates the critical connection to help you grow, preserve, protect and transfer the assets you have accumulated. That’s why we're in business. In fact, that is our business.Contact Us
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Five overlooked tax deductions to help manage your tax bill.
These financial strategies can get you on track even if it feels too late to plan for retirement.
Things to consider before retirement.
Financial lessons from movies and TV.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Is succession a part of your strategic business plan? It should be.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
With alternative investments, it’s critical to sort through the complexity.
Learn about the importance of having an estate strategy in this helpful and informative video.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Preparing for the unexpected can make all the difference if your family relies on your income.
How does your ideal retirement differ from reality, and what can we do to better align the two?
This Thanksgiving, replace internal fears with external gratitude.