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.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
What does the Tax Reform and Jobs Act mean for you?
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This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
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Smart investors take the time to separate emotion from fact.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
The decision whether to buy or rent a home may have long-term implications.
What does your home really cost?