Vice President of Operations
Individual Financial Planning
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
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.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Five creative (and inexpensive) ideas for motivating your employees.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Four vacation destinations you might never have thought of.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you should be saving for college.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Taking your Social Security benefits at the right time may help maximize your benefit.
A special needs trust helps care for a special needs child when you’re gone.
Have you explored all your options when it comes to managing your taxable income?