We are a “Wealth Management” firm that takes a tailored approach to clarifying and organizing our client’s financial affairs. We provide ongoing education and insight to navigating the complexities of growing and maintaining “Wealth” while our clients benefit from a more balanced life. Our pledge is to provide quality information so that our clients may make sound choices about their financial future.
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.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Five phases to changing unhealthy behaviors.
A four-step framework for building a personal legacy.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The item most homeowners forget on their home improvement project checklist is insurance.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are three things to consider before dipping into retirement savings to pay for college.
When markets shift, experienced investors stick to their strategy.
Taking your Social Security benefits at the right time may help maximize your benefit.
Make your retirement as exciting as your next vacation.
Learn how to harness the power of compound interest for your investments.
Would you guess that Millennials are effectively saving for retirement? Well, they are.