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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.

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Helpful Content

Can I Refinance My Mortgage?

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

What Is the Dividend Yield?

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

 

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Retirement Seen Through Your Eyes

What your life will look like after you leave work.

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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