Financial Planning for Select Individuals
At the heart of every company is it's people. When integrity and values are aligned, decisions are easy. As an individual, I use my experience, skills, and understanding of your needs as I build a financial plan with the goal of having the highest likelihood helping you face challenges with success. As a team, we take pride in caring for our clients as our family and friends by listening and being giving of our time.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Five strategies for managing your student debt.
Do you know where the idea of “retirement” comes from?
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Tax preparation may be the perfect time to give the household budget a check-up.
In the face of divorce, making changes to insurance coverage may be overlooked.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
When do you need a will? The answer is easy: Right Now.
Here is a quick history of the Federal Reserve and an overview of what it does.
Learn how to harness the power of compound interest for your investments.
Do you know these three personal finance sayings?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.