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Using our knowledge, skills, and resources to help you increase your capacity to live and give.
We are partners with our clients, working together to create enduring relationships based on positive change and empowerment to build legacies through creative financial strategies. Our clients include university professors, business executives, and private individuals.
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Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Good employee health can be great for the company’s bottom line.
For many, retirement includes contributing their time and talents to an organization in need.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Tips on insuring your teen driver.
Taking regular, periodic withdrawals during retirement can be quite problematic.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Around the country, attitudes about retirement are shifting.
Even low inflation rates can pose a threat to investment returns.
It’s never a bad time to speak with your financial advisor about changes in your situation.
There are a few things to consider when buying or leasing your next vehicle.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
How do the markets usually react to elections? Was the 2016 election any different?