Broker Check
It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot

Guidance

Helping you travel down your financial path.

Learn More
 

Helpful Content

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

 

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

View all articles arrow

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Surprises

Making the most of surprises is a great reason to work with us.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Rightsizing for Retirement

What does your home really cost?

View all videos arrow