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We are constant and enduring financial partners for our clients -- university professors, executives and individuals. We do this through positive change; helping to empower clients to fulfill their dreams; and helping to build legacies through creative financial strategies.
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Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
There’s a link between debt and stress.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
How long does a $20 bill last?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Even low inflation rates over an extended period of time can impact your finances in retirement.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Try these activities to keep your brain sharp.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Even low inflation rates can pose a threat to investment returns.
What does your home really cost?
Making the most of surprises is a great reason to work with us.
Have you explored all of your choices when it comes to managing your taxable income?
Taking your Social Security benefits at the right time may help maximize your benefit.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?