MEET OUR TEAM
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
What’s the deal with your yearly free credit report?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
All about how missing the best market days (or the worst!) might affect your portfolio.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are hundreds of ETFs available. Should you invest in them?
The market is as unpredictable as the weather. We’d love to help you prepare.