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- 2019 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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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
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Good employee health can be great for the company’s bottom line.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Purchasing homeowners insurance is critical for protecting your home.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
Principles that can help create a portfolio designed to pursue investment goals.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
All about how missing the best market days (or the worst!) might affect your portfolio.
Here’s a quick guide to checking to see if you have unclaimed money.
Do you have causes that you want to support with donations? Here are three tips.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Investors seeking world investments can choose between global and international funds. What's the difference?