Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this web site to help you gain a better understanding of who we are and how we have helped clients reach their goals. We hope you see the value of working with skilled professionals to pursue your financial goals.
We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often.
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Newsletters
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Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
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HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
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Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.