Legacy You Can Count On
Today’s financial goals and concerns are multifaceted. Our clients’ needs come first, and we understand individual financial plans and goals are personal and specific. By utilizing a holistic analysis, planning, and implementation process, we customize a financial strategy designed for your future.
Our approach to financial planning follows four focal points: “The Four P’s”.
- Protect- saving for your financial future
- Preserve- investing for financial goals
- Prepare- for living in retirement
- Plan- estate planning strategies
Social Security: The 64,000 Dollar Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgement.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Americans are saving more these days.1 Especially millennials. We know why to save: For emergencies, for retirement, to afford big-ticket dreams like home ownership or opening a business. But how to save is another matter.
The Pros and Cons of Banking Your Money
This investment account question is vital and answered as early as possible.
The advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to finance well.
Here are seven ways to reduce that debt and live more confidently.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
An amusing and whimsical look at behavioral finance best practices for investors.
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Understanding the cycle of investing may help you avoid easy pitfalls.