Welcome! This site is especially designed for the clients and associates of our firm. Here you will find reports, links to important resources, and newsletters with the latest topical information.
We have over 42 years of experience in providing financial consulting services. Through dedication, knowledge and consistency we strive to provide peace of mind as well as investment success to our clients.
We are a Registered Investment Advisor providing Financial Consulting and Investment Management to Individuals, Families, Small Businesses, Non-Profits, Retirement Plans and Endowments.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
How long does a $20 bill last?
Beware of these traps that could upend your retirement.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Do you have an estate strategy? You should.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Assess how many days you'll work to pay your federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are three things to consider before dipping into retirement savings to pay for college.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.