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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
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you have causes that you want to support with donations?
Why are 401(k) plans, annuities, and IRAs so popular?
Doing your research is key before buying a vacation home.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.