For Business Owners
Learn what your business is worth in order to grow your bottom line.
Up-to-date, easy to understand insights on what’s happening in the economy and the markets.Learn More
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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.
- To be the premier resource of financial information and advice for our clients
- To be innovators in financial planning strategies
- To provide an encouraging atmosphere for our advisors and staff to thrive
- To inspire philanthropy
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
It sounds simple, but paying yourself first can really pay off.
Life insurance proceeds are generally tax-free. But not in all cases.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
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.
Estimate how much you have the potential to earn during your working years.
There are a number of ways to withdraw money from a qualified retirement plan.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Agent Jane Bond is on the case, cracking the code on bonds.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.
Pundits say a lot of things about the markets. Let's see if you can keep up.