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
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
For homeowners who think their property taxes are too high, there are ways to appeal.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Being healthy not only makes you feel good, it may also help you financially.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
This calculator demonstrates the power of compound interest.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A special needs trust helps care for a special needs child when you’re gone.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What if instead of buying that vacation home, you invested the money?