Some are expected. Some are not. And we really wouldn't want it any other way. That's what life is all about. But if we plan, we can make life more comfortable, more predictable...and hopefully, more prosperous. That's where we can help.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
This worksheet can help you estimate the costs of a four-year college program.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Technology tips to make your next trip even better.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
The importance of life insurance, how it works, and how much coverage you need.
A special needs trust helps care for a special needs child when you’re gone.
Smart investors take the time to separate emotion from fact.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Why are 401(k) plans, annuities, and IRAs so popular?
What if instead of buying that vacation home, you invested the money?
