Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges come opportunities and potential rewards for those who invest the time and thought into planning for the future. It can seem like a daunting task when you are tackling the process, especially when so many factors are constantly changing. You do not need to tackle it alone.
We are here to work with you to make sure all the pieces of your financial life work together like a well-oiled machine, guiding you to get from where you are now to where you want to be.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. We hope they are helpful. However, they are only tools. Ultimately, they can never replace the type of financial planning that we practice--planning personalized for you by people who take the time to learn about your personal situation, including your dreams and goals, fears and apprehensions.
We know you are more than inputs plugged into a computer algorithm. You are a unique individual. Your specific situation requires solutions tailored for you.
We chose to become financial planners because we enjoy helping people. Let us know if we can help you.
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.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Solve a mystery while learning how important your credit report is with this story-driven interactive.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
An increasing number have been developed to help individuals with their personal finances.
The true cost of raising a child may be far more than you expect.
This calculator helps estimate your federal estate tax liability.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
If you died, what would happen to your email archives, social profiles and online accounts?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Understanding the cycle of investing may help you avoid easy pitfalls.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Here’s a quick guide to checking to see if you have unclaimed money.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.