In the News
- 2020 Five Star Wealth Manager
- 2019 Five Star Wealth Manager
- 2018 Five Star Wealth Manager
- 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
Client Events
- Holiday Brunch
- Half-Time Report
- Thanksgiving Pie Giveaway
- Photo Gallery
- Videos
Blog
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 MoreHelpful Content
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Social Security: The 64,000 Dollar Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
View all articles 
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
View all calculators
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
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.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.