For Generations to Come
From accumulating to preserving to transferring your wealth, we’re here for you.View our Services
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Determine your potential long-term care needs and how long your current assets might last.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when begin preparing for education expenses.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
You’ve made investments your whole life. Work with us to help make the most of them.