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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What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Social Security: The 64,000 Dollar Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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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.
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.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.