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Caring For All Aspects of Your Financial Life
Let us help you achieve your goals through careful development and implementation of strategies to help gain financial success. We offer "One Stop Shopping" for clients' financial and legal needs.
Our experience, knowledge and personal approach enable us to help you fully integrate all aspects of your financial needs. We work together towards a single goal: Helping you achieve financial success.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Social Media: #Newest Business Liability Risk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
For some, the social impact of investing is just as important as the return, perhaps more important.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
As our nation ages, many Americans are turning their attention to caring for aging parents.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
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.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Even low inflation rates can pose a threat to investment returns.
Are Real Estate Investment Trusts right for your portfolio?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What does your home really cost?