Financial Planning
Our comprehensive Financial Planning process provides solutions to the key issues successful individuals and families are likely to encounter while pursuing their unique financial goals.
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Wealth Management
Our disciplined approach to portfolio management focuses on short-term and milestone goals, personal risk tolerance as well as your lifestyle preferences. Active monitoring aims for wealth preservation and growth through ever changing market conditions.
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Divorce
Expertise and analysis to guide you through complex and unfamiliar territory. We help you understand the financial implications of divorce, make smart divorce settlement decisions, and develop workable financial scenarios for life after divorce.
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Helpful Content
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.