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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Helpful Content

Paying Off a Credit Card

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

 

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

When Markets React

When markets shift, experienced investors stick to their strategy.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

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