Building a Connection
Our financial picture is evidence of the life we choose to lead. The people we cherish, the places we explore and the objects we treasure are etched in the folds of our wallets. Our wealth is a meaningful force in the landscape of our lives. Our spending patterns become the powerful lens through which we examine our philosophies, our values, and our dreams.
We understand that your life is not simply an equation, but a careful patchwork of experiences. We know that analyzing your financial needs is about more than numbers. We see the unmatched value of genuine relationships. For us, it’s instinctual and there are no shortcuts. It is built over time with trust, sensitivity and reverence for the things and people you value most. It is the deep work of building a connection with our clients based on an authentic understanding of who they are and the legacy they want to leave.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Apps that help small business owners better manage and grow their business.
The item most homeowners forget on their home improvement project checklist is insurance.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
What if instead of buying that vacation home, you invested the money?
If you died, what would happen to your email archives, social profiles and online accounts?
Smart investors take the time to separate emotion from fact.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are a few things to consider when buying or leasing your next vehicle.
Here are five facts about Social Security that might surprise you.