UNDERSTANDING TODAY'S FINANCIAL ENVIRONMENT
Thank you for visiting our website! The primary purpose of this site is to enhance the awareness of our firm’s capability in addressing the wealth management, retirement and financial planning needs of individuals and families and the investment management needs of institutions and charitable organizations. We are independent and powered by one of the nation’s largest Broker Dealers—LPL Financial*. This arrangement allows us to truly tailor strategies specifically designed to meet the unique needs of our clients; not the investment firm.
*As reported by Financial Planning magazine, June 1996-2015, based on total revenue.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Ascertaining the value of your business is important for a variety of reasons.
Four vacation destinations you might never have thought of.
Do you have an estate strategy? You should.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There are hundreds of ETFs available. Should you invest in them?
When do you need a will? The answer is easy: Right Now.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here is a quick history of the Federal Reserve and an overview of what it does.