Helping Clients Invest in Their Financial Dreams
With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At (Firm), we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Five overlooked tax deductions to help manage your tax bill.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
A few strategies that may help you prepare for the cost of higher education.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A presentation about managing money: using it, saving it, and even getting credit.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you have causes that you want to support with donations?
Have you explored all your options when it comes to managing your taxable income?