Wealth / Retirement Planning
Determining your goals and creating a personalized retirement plan will help you retire on your own terms. We can help you set the foundation for realizing your vision and managing your wealth for the long term.
Investment Strategies
There is no "best investment strategy" except the one that works best for you, your plan and risk tolerance. We will determine and implement investment strategies that suit your situation the best.
Insurance
Insurance transfers the financial risk of life's events to an insurance company. A sound insurance program can help protect your family from the financial consequences of those events.
Helpful Content
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Uncommon Knowledge for Your Life
See how The Living Balance Sheet® can help you tell financial fact from fiction, so you can achieve financial balance.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
6 Tips From Tech Start-ups for Your Non-tech Business
Let’s suppose you’re reading this on your phone. You’re wearing clothes that you bought online, and you’re on your way to...
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
12 Steps to Living: Horizon, Risk Tolerance, and Compounding
Understand the concepts of horizon, compounding, and risk tolerance, and create an investment plan.
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
What is Life Insurance? Part 1
What is Life Insurance? Part 1
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?