Compose a Future That Performs
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.
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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 Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Is it Too Late to Plan for Retirement?
These financial strategies can get you on track even if it feels too late to plan for retirement.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
8 Financial Lessons from the Big (and Little) Screen
Financial lessons from movies and TV.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Business Succession Planning Blueprint
Is succession a part of your strategic business plan? It should be.
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Video: A Time to be Thankful
This Thanksgiving, replace internal fears with external gratitude.