Conquering your dreams, one windmill at a time...
- Longevity, Experience, Integrity
- Asset Allocation
- Active Portfolio Management Strategies
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Are Women and Financial Strategies a Mismatch?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
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.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estimate the potential capital gains taxes due on your transactions.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
There are some key concepts to understand when investing for retirement
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The decision whether to buy or rent a home may have long-term implications.
Recent changes in estate tax laws could affect the strategy you have in place.
Three things to consider before dipping into retirement savings to pay for college.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.