Vice President of Operations
Individual Financial Planning
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
It sounds simple, but paying yourself first can really pay off.
The uncertainties we face in retirement can erode our sense of confidence.
Beware of these traps that could upend your retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
It’s never a bad time to speak with your financial advisor about changes in your situation.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The market is as unpredictable as the weather. We’d love to help you prepare.
There are three things to consider before dipping into retirement savings to pay for college.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.