Creative strategies to structure the exit from your business and fit into your personal financial plan.
Workable options to enjoy life today, protect your family, and take charge of your financial future.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Retirees traveling abroad need to know that their health insurance travels with them.
It's important to understand the pros and cons when considering a prepaid debit card.
Gaining a better understanding of municipal bonds makes more sense than ever.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How do the markets usually react to elections? Was the 2016 election any different?
$1 million in a diversified portfolio could help finance part of your retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here are five facts about Social Security that might surprise you.
Making the most of surprises is a great reason to work with us.
Here is a quick history of the Federal Reserve and an overview of what it does.