Advice Center
- 6 Tips for Renting Out Your Home.
Before you rent out your home, use these six survival tips to help protect your property. Learn More - What Your Adult Children Should Know About Your Money
Someday
Your grown children may be thrust into a challenging job: Helping you manage your financial life. The more they understand your situation today, the easier that job will be tomorrow. - Getting Started
Your retirement may be years away, but starting early can help get you there sooner and give you the means to make the most of it. Are you self-employed? We can help you understand your options.
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- Budgeting, cash flow analysis, and debt management
- Charitable Planning
- College Planning: Whether college is just around the corner or off in the distance, make sure you have the right plan
- Estate Planning: Plan ahead to protect your assets and the loved ones you will leave behind
- Wills and legal considerations
- Trusts: Revocable, Testamentary, Special Needs: Planning for your survivors
- POAs — general and medical
- Advance Directives/ Living Wills
- Financial Planning for the Temporary Ill
- Estate Wealth Transfer
- What to do when you inherit an IRA
- Being an Executor
- Survivorship is an emotional and financial primer
- Life Insurance and Company Benefits
- Kids & Money
- Are your children money-savvy?
- Investing for your grand kids
- Financial Coaching
- Insurance Planning and Analysis
- Long Term Care and Analysis
- Practice Management
- Portfolio Management
- Asset class funds
- Institutional funds
- Real Estate Investment Analysis
- Buying
- Selling
- Refinancing
- Investment Properties
Planning & Retirement
- Retiring Early?
Early retirement is an appealing idea. But before you give up your commute for good, consider the financial challenges that early retirement brings. - When can you afford to retire?
When you want to retire and when you can retire may not always be in sync. Unexpected events can change your retirement plans. Let us help you keep on track. - Saving for Retirement
Your retirement may be years away, but starting early can help get you there sooner and give you the means to make the most of it. We can help you understand your options. Are you on track or do you need to adjust your plan?- Get help managing your retirement portfolio so you can reach your retirement goals
- Establish how much income you will need
- Decide which investment vehicles to use for retirement
- Retirement income from social security
- Nearing Retirement
What you've been saving for is finally around the corner. Get answers to your questions so you can be ready for the road ahead. Important discussion points are to: determine if you are ready; closing the gap; and transitioning to retirement.- Is retirement within your reach? Become financially prepared for your journey into retirement by assessing your retirement readiness
- Forecast your retirement spending
- Life expectancy: Don’t sell yourself short
- Retirement income
- Living in Retirement
Get help managing your money so you can enjoy the fun and freedom of retirement.- Retirement Income
- Retirement Distributions
- Managing Expenses
- Life and Health
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- Small Business Planning
- Start up Incorporation
- Business Plan
- Financing
- Banking/ Line of Credit
- Payroll Management
- Shareholder’s Equity
- Profit Sharing
- Employee Benefits
- Buy-Sell Agreements
- Succession Planning
- Tax Planning
- Transition Planning, Advice During Life Changes or Difficult Times
- Career Change
- Finding the right career path
- Review your cash flow and budget
- 401(k) options when changing jobs
- Retirement Plan Comparisons: 401(k), 403(b), TSPs, solo 401(k)s, IRA
- Marriage
- New born/ Adoptions
- Divorce
- Widows
- Losing a loved one
- Experiencing a loss
- After the loss — Your loved one’s estate, Financial Decisions to consider
- Inheritance
- Lottery
- Moving
- Inheriting an IRA
- Career Change
- Women in Planning
- Section 8A minority
- Women-owned businesses
- Qualified and non qualified employee/executive benefit planning
- Wealth Management
- Comprehensive approach to building and preserving wealth
- A broader perspective than a focus only on investment
- Prudent investment strategies with a overall financial and wealth management plan
- Advisors with a broader set of skills and knowledge to help make financial decisions that are often complex and in confusing areas of personal or business finance.
- Smart Investing: Managed Accounts
Learn more about our Investment Management philosophy