Resources For Clients
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Learn More
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."
Learn More
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Learn More
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Surprises
Making the most of surprises is a great reason to work with us.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.