Maximize Your Social Security
Using software, we analyze hundreds of possible election strategies and identify the one that offers the highest lifetime value. Electing Social Security is one of the biggest decisions you'll make about retirement. Many people stand to gain or lose more than $100,000 in benefits depending on how they make this one decision.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
When to start? Should I continue to work? How can I maximize my benefit?
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Understanding the value of a home warranty.
Use this calculator to estimate your capital gains tax.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investors seeking world investments can choose between global and international funds. What's the difference?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here’s a crash course on saving for college.
Around the country, attitudes about retirement are shifting.