The world has certainly changed! Remember when people worked at the same job, lived in the same house, and one spouse could support the whole family? Well, as Bob Dylan once said “times they are a changin.” No longer can you rely on a hefty pension or rely on social security to carry you through retirement.
Your dreams and hopes may not have changed but everything else has. How you will achieve your dreams has become more and more complicated, especially when it comes to your finances.
You need a retirement blueprint. Much like building a house you need someone that understands all the components of the project and can “put it all together.” That’s where we can help you!
We hope your visit here will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
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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.
When you’re married and have children, insurance needs will be different.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Here are five facts about Social Security that are important to keep in mind.
How to help determine life insurance needs to provide for your family after you pass away.
It may help your business be better prepared in the event of the death of a principal or key employee.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The decision whether to buy or rent a home may have long-term implications.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you have causes that you want to support with donations? Here are three tips.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What does your home really cost?
It’s never a bad time to speak with your financial advisor about changes in your situation.