Charting the Course to Financial Freedom
Imagine for a moment what your life would be like if you had a financial strategy based on what was truly important to you, where all your financial resources are working in harmony to help accomplish what you most deeply care about.
Every great accomplishment has a sound strategy behind it, and creating the financial future you desire is no different. Creating a plan is a process. It can help provide clarity, freedom and confidence and put you on the path towards a full and joyful life.
We look forward to helping you make your goals and the dreams beyond your goals a reality.Contact Us
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
It's important to make sure your retirement strategy anticipates health-care expenses.
Here’s a guide to explain all the parts of Medicare.
Don't let procrastination keep you from pursuing your financial dreams and goals.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some key concepts to understand when investing for retirement
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.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Pundits say a lot of things about the markets. Let's see if you can keep up.
If you died, what would happen to your email archives, social profiles and online accounts?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
All about how missing the best market days (or the worst!) might affect your portfolio.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.