In the News
- 2017 Five Star Wealth Manager
- 2016 Five Star Wealth Manager
- 2015 Five Star Wealth Manager
- 2014 Five Star Wealth Manager
- 2013 Five Star Wealth Manager
- 2012 Five Star Wealth Manager
- 2011 Five Star Wealth Manager
Hear from Tom
- Blogtalk Radio
- Tom's Market Commentary
- Holiday Brunch
- Half-Time Report
- Spinners BBQ and Game
- Photo Gallery
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
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
However exciting retiring abroad may sound, it deserves considerable planning.
The latest trends in travel reflect a rich menu of exciting new possibilities.
In the face of divorce, making changes to insurance coverage may be overlooked.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Making the most of surprises is a great reason to work with us.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
What are your options for investing in emerging markets?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.