With this website, we provide you with additional resources to assist you with managing your financial future.
Please remember that technology and information are only one small part of the service we provide. We have not lost sight of the fact that human contact and personalized service are the most important part of what we do.
We want to emphasize that the one-on-one relationship that allows us to assess your unique financial needs and goals is our top priority.
We hope you find this website useful and looking forward to a long, continued relationship.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
A letter of instruction provides additional and more personal information regarding your estate.
Knowing your options when a CD matures can help you make a sound investment decision.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Here's a breakdown of how the federal government spends your tax money.
It's important to understand the pros and cons when considering a prepaid debit card.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
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.
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 decision whether to buy or rent a home may have long-term implications.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The market is as unpredictable as the weather. We’d love to help you prepare.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Understanding the cycle of investing may help you avoid easy pitfalls.