Invest in Yourself
This means we take pride in having a select group of clients that match our criteria. The requirements are straightforward. Our clients must value:
- freedom from proprietary products,
- a questioning, engaged attitude,
- a desire for portfolio management,
- a belief that people are worth more than their assets.
If you are looking for a hot stock or the best CD rates of the day, you may not qualify for our firm. We are not everything to everybody, but we are a trusted advisor to a select group who have been referred to us by our existing clients or their attorneys and accountants.
If you would like to learn more about our unique approach to wealth management in a relaxed, professional manner, feel free to contact us.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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.
It's important to understand how inflation is reported and how it can affect investments.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Tips on insuring your teen driver.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your capital gains tax.
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.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Women must be ready to spend, on average, more years in retirement than men.
Making the most of surprises is a great reason to work with us.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Here is a quick history of the Federal Reserve and an overview of what it does.