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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
There are things about Social Security that might surprise you.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
For homeowners who think their property taxes are too high, there are ways to appeal.
Here are five facts about Social Security that are important to keep in mind.
This worksheet can help you estimate the costs of a four-year college program.
Healthy habits are one of the greatest gifts to give your child.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
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.
The importance of life insurance, how it works, and how much coverage you need.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
How will you weather the ups and downs of the business cycle?
What does your home really cost?