Helping Americans navigate these troubling times
Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. That is a tall order in today's environment. With the Coronavirus affect on our health, our health care services and the global economy, things are unsettled at best. We recognize and feel first hand the anxiety that is present in this moment. At the same time we see and believe this will pass. Being properly positioned for the years ahead, especially if you are close to retirement, is paramount. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future even in the midst of unprecedented events.
We have long used virtual meeting technology, so we are open for business during these times, and can visit one on one without you leaving your home.
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
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.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Helpful Content
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
What Is a 1031 Exchange?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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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.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.