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.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Simple steps may help you foil hackers and protect your privacy.
Term insurance is the simplest form of life insurance. Here's how it works.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
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.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Have you explored all of your choices when it comes to managing your taxable income?
Learn how to harness the power of compound interest for your investments.
$1 million in a diversified portfolio could help finance part of your retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?