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- 2012 Five Star Wealth Manager
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Hear from Tom
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Each week, I hope to highlight "What Matters Most" about my work with my client families that week, and provide some perspective and resources about that topic.Read More
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Retirees traveling abroad need to know that their health insurance travels with them.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Couples may be able to head off many of the problems in a marriage that money can cause.
The latest trends in travel reflect a rich menu of exciting new possibilities.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
You’ve made investments your whole life. Work with us to help make the most of them.
How do the markets usually react to elections? Was the 2016 election any different?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.