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- 2012 Five Star Wealth Manager
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Hear from Tom
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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
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
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.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
If you find it hard to attain personal life goals, there’s an app for that!
Six overlooked tax deductions to help manage your tax bill.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Do you understand these common mobile slang terms?
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
You’ve made investments your whole life. Work with us to help make the most of them.
Here’s a quick guide to checking to see if you have unclaimed money.
There’s an alarming difference between perception and reality for current and future retirees.
What does your home really cost?