Wealth Management
A Integrated team of experienced, credentialed, CPAS and Attorneys-, All working together for your overall life plan.
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No speculation or guessing. Decisions are made on extensive research and analysis for college, retirement, estate, Social Security, asset allocation and insurance needs analysis.
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We offer access to broad non-proprietary investment platforms, providing choice and objectivity in addressing the simplest to the most complex investment needs.
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A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement 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.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.