In the News
- 2020 Five Star Wealth Manager
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- 2014 Five Star Wealth Manager
- 2013 Five Star Wealth Manager
- 2012 Five Star Wealth Manager
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Hear from Tom
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- Holiday Brunch
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- 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
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.
An increasing number have been developed to help individuals with their personal finances.
Ascertaining the value of your business is important for a variety of reasons.
Understanding the value of a home warranty.
It may help your business be better prepared in the event of the death of a principal or key employee.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Do you know how to set up your financial goals for success? This knight does.
Here are five facts about Social Security that might surprise you.
Have you explored all your options when it comes to managing your taxable income?
Agent Jane Bond is on the case, cracking the code on bonds.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.