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.
How Interest Rates Affect Everything
This is a good infographic to use, and reuse, whenever the benchmark interest rate goes up.
It turns out Mom really did know best when she laid down essential truths to live by.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Probate can be a completely public process, or it can be managed to include as little information as possible.
For many, retirement includes contributing their time and talents to an organization in need.
One of the best ways to love the people you care about is through properly protecting yourself, and them.
However exciting retiring abroad may sound, it deserves considerable planning.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Do you know these three personal finance sayings?
Here’s a quick guide to checking to see if you have unclaimed money.
Investors seeking world investments can choose between global and international funds. What's the difference?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.