Understanding Today's Financial Environment
Welcome, I’m (your name), a financial organization in (your city and state). We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.Services We Offer Meet the Team Contact Us
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Five creative (and inexpensive) ideas for motivating your employees.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
A few strategies that may help you prepare for the cost of higher education.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
You’ve made investments your whole life. Work with us to help make the most of them.
Here is a quick history of the Federal Reserve and an overview of what it does.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A bucket plan can help you be better prepared for a comfortable retirement.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Have you explored all your options when it comes to managing your taxable income?