Financial Guidance for Life's Transitions

Our independent advice model is designed to help you confidently deal with the financial issues that life's transitions present.  Whether it is planning for Retirement, Death of a Loved One, Career Change, Divorce, Exiting your Business, or the planning of your Estate Transfer, we help you plan for and reach the goals that you value, without taking unnecessary risk and without unduly sacrificing your current lifestyle. 

Our goal is to help you make wise choices, informed by clarity and your priorities.  Our style is low-key.  Our size is intentionally small.  Our solutions are customized.  We listen more than we talk.  Our interest is in your success.   

 

 

 
Learning Center
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Disability Income Insurance

How much Disability Income Insurance do you need?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Newsletters

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

HOT TOPIC: Looking for a Recovery in Odd Places

Are signs of an economic recovery showing up in hemlines and lipstick sales?

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

More Newsletters →

Market Watch

March 16, 2010 @ 12:05 AM

Dow Jones Industrials 10,642.15+ 17.46
Nasdaq Composite 2,362.21- 5.45
S&P 500 1,150.51+ 0.52
S&P Mid-Cap 400 782.29- 1.59
Russell 2000 674.41- 2.18
10 Year Treasury Note 3.70- 0.02
Wilshire 5000 11,979.80- 4.45

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