A Integrated team of experienced, credentialed, CPAS and Attorneys-, All working together for your overall life plan.Learn More
No speculation or guessing. Decisions are made on extensive research and analysis for college, retirement, estate, Social Security, asset allocation and insurance needs analysis.Learn More
We offer access to broad non-proprietary investment platforms, providing choice and objectivity in addressing the simplest to the most complex investment needs.Learn More
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
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.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Tips on insuring your teen driver.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
What if instead of buying that vacation home, you invested the money?
With alternative investments, it’s critical to sort through the complexity.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Estate conservation is too important to put off. Do you have a smart exit strategy?
How will you weather the ups and downs of the business cycle?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?