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
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A quick look at how federal income taxes work.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
To choose a plan, it’s important to ask yourself four key questions.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
This questionnaire will help determine your tolerance for investment risk.
This calculator demonstrates the power of compound interest.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
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 number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
That big list of dreams and goals isn't the only way to look at your bucket list.
Here’s a quick guide to checking to see if you have unclaimed money.
Do you know how to set up your financial goals for success? This knight does.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate