Truly Fiduciary Advice:
We pride ourselves in providing the best advice that we can for your specific goals and risk tolerance. We can operate free from the conflicts of interest that often bog down many investors portfolios. Our service standard demands that we organize our plans, formalize our process, implement that process, and continually monitor it. Regardless of market fluctuations and changes in the world and our country, you can be sure that we will walk with you every step of the way making sure you're in the right position to feel confident about your financial future. We specialize in retirement and investment management and help individuals and small businesses. Let us help you Invest with Intelligence.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Here are some simple and inexpensive energy-saving tips that may help you save money.
The item most homeowners forget on their home improvement project checklist is insurance.
For homeowners who think their property taxes are too high, there are ways to appeal.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Don’t overlook the need for renter’s insurance if you rent your home.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Here are five facts about Social Security that might surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?
If you died, what would happen to your email archives, social profiles and online accounts?
Investors seeking world investments can choose between global and international funds. What's the difference?
Here is a quick history of the Federal Reserve and an overview of what it does.
The market is as unpredictable as the weather. We’d love to help you prepare.