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.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
It may help your business be better prepared in the event of the death of a principal or key employee.
Gaining a better understanding of municipal bonds makes more sense than ever.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The decision whether to buy or rent a home may have long-term implications.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Agent Jane Bond is on the case, cracking the code on bonds.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A bucket plan can help you be better prepared for a comfortable retirement.