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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.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Military families face unique challenges, making personal finance even more critical.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
It sounds simple, but paying yourself first can really pay off.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
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 bucket plan can help you be better prepared for a comfortable retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
Do you know how Brexit will affect you?
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.