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.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
It sounds simple, but paying yourself first can really pay off.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A special needs trust helps care for a special needs child when you’re gone.
It's easy to let investments accumulate like old receipts in a junk drawer.
How do the markets usually react to elections? Was the 2016 election any different?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Would you guess that Millennials are effectively saving for retirement? Well, they are.