Core Values ... the foundational values that guide and give purpose to our conduct and decisions. Core values are so primary, so important to us, that in spite of all the changes in society, government, politics, media and technology they are still the values we will abide by. For many of our clients, their core values are formed by their Judeo-Christian traditions and faith.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
How Income Taxes Work
A quick look at how federal income taxes work.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Estate conservation is too important to put off. Do you have a smart exit strategy?
When do you need a will? The answer is easy: right now.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Learn how to harness the power of compound interest for your investments.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.