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Why We Do It?
Our Mission is to be in the business of creating ideal futures for our clients, our community and our team.
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Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.