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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
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
This worksheet can help you estimate the costs of a four-year college program.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
It's important to make sure your retirement strategy anticipates health-care expenses.
Five creative (and inexpensive) ideas for motivating your employees.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Taking regular, periodic withdrawals during retirement can be quite problematic.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The market is as unpredictable as the weather. We’d love to help you prepare.
Taking your Social Security benefits at the right time may help maximize your benefit.
Are you ready for retirement? Here are five words you should consider.