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The Decisions Are Yours
Our process is to fully understand and analyze your current financial situation with you, and then to provide you with the information, advice and solutions you need to make the best possible decisions about your financial future.
If this is the kind of partnership that makes sense to you, give us the opportunity to personally discuss the benefit of our work with you. We are confident you’ll be glad you did.Contact Us
Download Our Tax Reform Ebook!
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Probate can be a completely public process, or it can be managed to include as little information as possible.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Military families face unique challenges, making personal finance even more critical.
A look inside the U.S. government's statistics on household net worth.
These food myths will really put a drain on your wallet.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much you have the potential to earn during your working years.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
It's easy to let investments accumulate like old receipts in a junk drawer.
Understanding the cycle of investing may help you avoid easy pitfalls.
Here’s a crash course on saving for college.
Here is a quick history of the Federal Reserve and an overview of what it does.
How does your ideal retirement differ from reality, and what can we do to better align the two?