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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 MoreHelpful Content
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
How Income Taxes Work
A quick look at how federal income taxes work.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?