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.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
When considering life insurance, it's important to understand your options.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Term insurance is the simplest form of life insurance. Here's how it works.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, cracking the code on bonds.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Smart investors take the time to separate emotion from fact.
A bucket plan can help you be better prepared for a comfortable retirement.