Many people find it difficult to talk about their financial life. We get that. To get started toward a better future, we help you determine a best course of action and what makes sense to do first.
What changes are you facing? What keeps you up at night? What choices do you have?
What decisions matter for your personal situation? Feeling overwhelmed? Where do you begin?
Financial planning is a big broad topic. It is important to know about those concepts, techniques and solutions that best fit your personal situation. Many things don't. What is good for one person isn't always good for another.
People sometimes create a plan by adding financial 'stuff' without knowing how it will affect what is already in place. While you cannot change the past, you can change course to a better future.
- What does your future look like if you take no action?
- Do you know what you own, why you own it and how you'll use it?
- How much income will you need in retirement? How much do you spend now?
- When will you take Social Security? Do you know your optimal start dates?
- Where will you live? Planning to downsize your home?
- How will your investments really convert to income?
- What lies on the road ahead? If there are detours, will you still get to your destination?
- What are the costs and limitations of Medicare? Have a plan for medical expenses?
- What is possible if you have all your resources working together in one holistic plan?
Organizing your financial life doesn’t have to be overwhelming. You will find that with a financial plan in order, you will be able to think more clearly about the future and make wiser decisions, allowing you to be free to enjoy life.
It all starts with a conversation. Let’s Talk.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Four vacation destinations you might never have thought of.
The item most homeowners forget on their home improvement project checklist is insurance.
How long does a $20 bill last?
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
All about how missing the best market days (or the worst!) might affect your portfolio.
What if instead of buying that vacation home, you invested the money?
There are hundreds of ETFs available. Should you invest in them?
There are three things to consider before dipping into retirement savings to pay for college.
Recent changes in estate tax laws could affect the strategy you have in place.