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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.

Helpful Content

Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Tips for Finding Care for Your Disabled Child

Tips for Finding Care for Your Disabled Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

 

Debt Stress

There’s a link between debt and stress.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Business Cycle

How will you weather the ups and downs of the business cycle?

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