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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Here's a breakdown of how the federal government spends your tax money.
This calculator can help you estimate how much you should be saving for college.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
Using smart management to get more of what you want and free up assets to invest.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learn about what risk tolerance really means in this helpful and insightful video.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Agent Jane Bond is on the case, cracking the code on bonds.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
There are three things to consider before dipping into retirement savings to pay for college.