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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Good employee health can be great for the company’s bottom line.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Five strategies for managing your student debt.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Are you ready for retirement? Here are five words you should consider.