Wealth Management | Estate Planning
"We are financial advisors for a select group of affluent business owners and doctors. Our clients are looking for, among other things, to secure their retirement and financial goals and to create a family investment legacy. Our team has developed and refined a process that puts all the pieces of the investment, business, and estate planning puzzle together. We call this process the Wealth Legacy Approach."
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for new financing choices and fund-raising alterna
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
How long does a $20 bill last?
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
However exciting retiring abroad may sound, it deserves considerable planning.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Simple steps may help you foil hackers and protect your privacy.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Three things to consider before dipping into retirement savings to pay for college.
Why are 401(k) plans, annuities, and IRAs so popular?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
$1 million in a diversified portfolio could help finance part of your retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.