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Caring For All Aspects of Your Financial Life
Let us help you achieve your goals through careful development and implementation of strategies to help gain financial success. We offer "One Stop Shopping" for clients' financial and legal needs.
Our experience, knowledge and personal approach enable us to help you fully integrate all aspects of your financial needs. We work together towards a single goal: Helping you achieve financial success.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
How Income Taxes Work
A quick look at how federal income taxes work.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Beware of these traps that could upend your retirement.
Here are 5 reason why you may consider working through retirement.
For many, retirement includes contributing their time and talents to an organization in need.
Here's a breakdown of how the federal government spends your tax money.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
What is your plan for health care during retirement?
Do you have causes that you want to support with donations? Here are three tips.
A special needs trust helps care for a special needs child when you’re gone.
Smart investors take the time to separate emotion from fact.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Taking your Social Security benefits at the right time may help maximize your benefit.