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Charting the Course to Financial Freedom

Imagine for a moment what your life would be like if you had a financial strategy based on what was truly important to you, where all your financial resources are working in harmony to help accomplish what you most deeply care about. 

Every great accomplishment has a sound strategy behind it, and creating the financial future you desire is no different. Creating a plan is a process. It can help provide clarity, freedom and confidence and put you on the path towards a full and joyful life.

We look forward to helping you make your goals and the dreams beyond your goals a reality.

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Helpful Content

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

 

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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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.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Business Cycle

How will you weather the ups and downs of the business cycle?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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