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.
Helpful Content
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
How Financial Decision-Making is Like Camping
It takes a plan to be successful when you head into the wilderness. Your finances are no different.
Retirement Savings Essentials in your 30s
Your 30s are the best time to set yourself up for retirement savings success. Here are strategies to help you.
3 Ways Charitable Giving Can Benefit Your Business
More and more companies are choosing to donate to charities through volunteering their time, resources, or both.
Business Boosters: Holding on to Talent
No matter what business you’re in, once you start hiring employees, you get into the people business.
Financial Planning in the Year of the Ox
Chinese legend says that the Jade Emperor determined the order of animals in the zodiac by calling a race. The Rat and the Ox were in tight competition — until they arrived at a swift river. The Rat charmingly convinced the Ox to carry him across. But when they landed on the other side, the Rat leapt off the Ox and dashed across the finish line first.
5 Smart Ways to Mindfully Manage Your Money
Applying the principle of self-care, of mindfulness, to your financial life can make a significant difference for the better—not just in how you handle your personal finances on a daily basis...
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Emerging Market Opportunities
What are your options for investing in emerging markets?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.