Patience
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
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Goals
We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
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Your Needs
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
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The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
New Retirement Contribution Limits for 2024
A look at the new, record-high retirement contribution limits from the IRS.
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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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?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.