The Key to Your Financial Future
The key to your financial future is that you do more than think about your money. You need to make decisions about your money.
Procrastination is the enemy of wealth. Every day you wait, could be hurting your financial future.
Are you at all concerned about:
- Building and managing your wealth?
- Running out of money in retirement?
- Being able to maintain your lifestyle?
- The suitability of your investments?
- The financial responsibility of caring for loved ones now or in the future?
- Leaving a financial legacy?
- Missed opportunities?
- Making and repeating your money mistakes?
- Paying more than your fair share of taxes?
- Becoming a burden on your family?
Plan. Implement. Manage.
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."
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
There’s a link between debt and stress.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Learn about the rise of Impact Investing and how it may benefit you.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Important items to consider when purchasing condo insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine your potential long-term care needs and how long your current assets might last.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Why are 401(k) plans, annuities, and IRAs so popular?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Investors seeking world investments can choose between global and international funds. What's the difference?
All about how missing the best market days (or the worst!) might affect your portfolio.