Whether you are close to enjoying or are already enjoying retirement, our firm focuses on income planning, social security maximization, and investment management to help you enjoy your hard-earned money through your retirement years. Our expertise in corporate pension and rollover facilitation will help assure that you make the transition to retirement as smooth as possible.
As entrepreneurs ourselves, we sit on the same side of the table and understand your concerns. Implementing effective employee benefit plans and tax minimization strategies are what we do for many businesses every day.
Navigating corporate benefits, managing your corporate retirement account, evaluating stock options, consolidating prior employer accounts, and staying on top of current market trends can be overwhelming. Our focus is to consolidate your financial condition to a clear, concise picture and implement a plan to your success.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Investors who put off important investment decisions may face potential consequence to their future financial security.
What’s the deal with your yearly free credit report?
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
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.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Agent Jane Bond is on the case, covering how bond laddering works.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
What if instead of buying that home, you invested that money?
What is your plan for health care during retirement?