Helping Our Clients Manage Wealth, And Keep More Of It SM
Newsletters
-
Can You Put the Brakes on Rising Auto Insurance Premiums?
Auto insurance premiums increased more than 18% between July 2023 and July 2024. This article outlines some steps that may help reduce premiums.
-
Saving for College: 529 Plan vs. Roth IRA
529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
-
Charitable Gifts of Life Insurance
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
-
Where Will You Live as You Grow Older?
Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
Calculators
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Savings Accumulation
Estimate the future value of your current savings.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.