Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Five phases to changing unhealthy behaviors.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
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.
Using smart management to get more of what you want and free up assets to invest.
There are a few things to consider when buying or leasing your next vehicle.
Bucket lists don’t have to be for tomorrow.
It’s never a bad time to speak with your financial professional about changes in your situation.
With alternative investments, it’s critical to sort through the complexity.
There are hundreds of ETFs available. Should you invest in them?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.