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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
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.
Saving for College 101
Here’s a crash course on saving for college.
Here are five facts about Social Security that are important to keep in mind.
For many, retirement includes contributing their time and talents to an organization in need.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
How to help determine life insurance needs to provide for your family after you pass away.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Smart investors take the time to separate emotion from fact.
What if instead of buying that vacation home, you invested the money?
Learn how to harness the power of compound interest for your investments.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.