Gaining Financial Freedom
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. We understand the concerns many investors have today about the market and we will help identify strategies to calm those concerns.
Our firms main priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles, presentations and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about particular investment concepts or products. We look forward to showing you the capabilites of our firm.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
The item most homeowners forget on their home improvement project checklist is insurance.
It sounds simple, but paying yourself first can really pay off.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
There are ways to improve your physical fitness without denting your fiscal fitness.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
If you died, what would happen to your email archives, social profiles and online accounts?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Women must be ready to spend, on average, more years in retirement than men.
Pundits say a lot of things about the markets. Let's see if you can keep up.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When do you need a will? The answer is easy: Right Now.