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.
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Helpful Content
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.