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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
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Do You Owe The AMT?
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.
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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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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
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It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.