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.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Understanding the economy's cycles can help put current business conditions in better perspective.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
How literate are you when it comes to your finances? Brush up with these five basics.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Marriage changes everything, including your insurance needs.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How will you weather the ups and downs of the business cycle?
Around the country, attitudes about retirement are shifting.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
With alternative investments, it’s critical to sort through the complexity.
When markets shift, experienced investors stick to their strategy.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.