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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.

Helpful Content

The Ivory Tower Changes Wall Street

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

 

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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