Personal Financial Planning
Services offered but not limited to:
Help set realistic, achievable savings goals to help live the lifestyle you want.
Develop a personalized portfolio that helps protect your assets and work towards your financial goals.
Working to maximize after-tax gains, minimize losses, and structuring your portfolio with your individual situation in mind.
We strive to preserve your wealth and maintain your quality of life as you reach or continue into retirement.
We can work with you to help protect assets against fincnaial loss due to death, disability or personal liability.
Reviewing your estate plan and working with your attorney if necessary to update and modeify as needed.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Lifestyle considerations in creating your retirement portfolio.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
There are things about Social Security that might surprise you.
Five phases to changing unhealthy behaviors.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Understanding the cycle of investing may help you avoid easy pitfalls.
What does your home really cost?
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
It's easy to let investments accumulate like old receipts in a junk drawer.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.