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How much do you think you’ll need to retire? A “magic number” is the traditional approach to financial planning. How’s that working out for us? According to the National Bureau of Economic Research, over 40% of American households experienced financial distress due to the 2008 mortgage crisis. People who had carefully planned for their retirement, saw their investments disappear and their savings dwindle. Life is unpredictable. You need strategies that protect your wealth and help you build financial independence, no matter what happens.Contact Us
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Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
A few strategies that may help you prepare for the cost of higher education.
Learn when it may not make sense to file a claim on your home insurance.
Even if you’re young and single, you should still consider protecting yourself.
Learn about a financial asset that can help you build a stronger financial future.
Gaining a better understanding of municipal bonds makes more sense than ever.
The item most homeowners forget on their home improvement project checklist is insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Taking your Social Security benefits at the right time may help maximize your benefit.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Are you ready for retirement? Here are five words you should consider.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Do you have causes that you want to support with donations? Here are three tips.