We hope you enjoy your visit and find this website informative. Whatever your dreams may be, our mission is simple:
Through our individual and collective experience and expertise, we will strive to help you get to the truth of your financial well-being, to make your money work harder and smarter and to give you more options for using your wealth. In doing so, we will move you closer to, and then allow you to maintain, an optimal level of financial balance.
First Things First
These four essential steps can help to increase your financial confidence for the year ahead.
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.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Improving your financial life doesn’t have to be tedious and time-consuming. These easy actions can lead to improvements in a
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
What does the Tax Reform and Jobs Act mean for you?
Gaining a better understanding of municipal bonds makes more sense than ever.
Even if you’re young and single, you should still consider protecting yourself.
Spark joy and become more confident by giving your finances the home organization treatment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What does your home really cost?
Women must be ready to spend, on average, more years in retirement than men.
Here’s a quick guide to checking to see if you have unclaimed money.
Here’s a crash course on saving for college.
Here is a quick history of the Federal Reserve and an overview of what it does.