No matter where you are financially, it’s important that you are taking steps to actively address the issues that managing wealth presents. I have found that there are 8 Wealth Management Issues that are most important to my clients and their families. Each of these issues is interrelated and acts like a balancing scale. If you make an adjustment to one issue, it affects the others. It is critical that you have one Advisor who is knowledgeable about your complete financial picture, including your tax situation, so you can be given appropriate advice and recommendations. I will work with you to create an action plan that addresses these issues as you see fit.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
The History of Retirement
Do you know where the idea of “retirement” comes from?
Insurance Needs Assessment:When You're Married With Children
When you’re married and have children, insurance needs will be different.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Here are some simple and inexpensive energy-saving tips that may help you save money.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Around the country, attitudes about retirement are shifting.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
$1 million in a diversified portfolio could help finance part of your retirement.