Resources For Clients
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Student Loan Payoff Calculator: Extra Payments Can Save You Money
See how extra payments toward your student loans could shorten your payoff timeline.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Saving for College 101
Here's a crash course on saving for college.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.