Tell us your story
Transitioning away from your major working years is complicated. There is so much information from so many sources—much of it generic or inaccurate — that it is difficult to make the right choices to provide for the life you envision for yourself while supporting the people and things you care about.
Our passion is to listen to your dreams and goals, then help you develop a concrete plan to pursue them. We will bring our experience to the relationship, assist you in recognizing your options, identify risks, and help in setting your priorities. We will turn your confusion into clarity and confidence, so that you can make smart, thoughtful, strategic decisions that will lead to the future you desire.
Let’s hear your story and then get to work, together, to realize the possibilities.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
A collection of tips from professional travelers.
It sounds simple, but paying yourself first can really pay off.
A letter of instruction provides additional and more personal information regarding your estate.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
When do you need a will? The answer is easy: Right Now.
What if instead of buying that vacation home, you invested the money?
Here is a quick history of the Federal Reserve and an overview of what it does.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
All about how missing the best market days (or the worst!) might affect your portfolio.