What Makes Us Different
Our firm takes pride in being a completely independent financial services firm. The benefits of this include: greater transparency, increased accountability, and the freedom to offer independent advice so that our clients are able to pursue their goals. To put it simply, being an independent firm ensures our goals are aligned with the goals of our clients.
Where are you in your Life Path?
Helpful Content
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Glossary of Scam Terms
A helpful glossary of current scams.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Debt Stress
There’s a link between debt and stress.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
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?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.