Helping You Plan Your Financial Future
Retirement Planning- Many people spend more time planning their annual vacation than they spend planning for the longest vacation of their life. You need a retirement road map.
401(k) Accounts - If your're still employed we can help you efficiently allocate your account. When you’re ready to retire, we’ll walk you through the process and help you take control of this asset so that it may provide income for life.
Wealth Preservation- Will Rogers said that he was more concerned with the return of his money than the return on his money. We understand this sentiment and have strategies that may help you prudently grow your capital.
Risk Management- A two-step process: determining what risks exist in an investment and then handling those risks in a way best-suited to your investment objectives.
Intergenerational Wealth- Maintain control of your assets throughout your life and still carry out an efficient and hassle free asset transfer to your children, grandchildren or other heirs.
Life Insurance- Accidents happen; protect yourself with life insurance, long term care, and estate planning.
Newsletters
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HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
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All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?