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We aren't tied to products or services from a single company or family of companies but are free to find those products and services that are most appropriate for our clients.Learn More
We understand today’s financial environment. We know that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.Learn More
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Making the most of surprises is a great reason to work with us.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Learn when it may not make sense to file a claim on your home insurance.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Purchasing homeowners insurance is critical for protecting your home.
This calculator can help determine whether it makes sense to refinance your mortgage.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
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.
Peer-to-peer payment apps are one of the newest ways to send money.
If you died, what would happen to your email archives, social profiles and online accounts?
That big list of dreams and goals isn't the only way to look at your bucket list.
Why are 401(k) plans, annuities, and IRAs so popular?
Learn how to harness the power of compound interest for your investments.
Would you guess that Millennials are effectively saving for retirement? Well, they are.