Mission & Values
Our Fiduciary Responsibility
Retirement Plan Consulting
Fiduciary & Co-Fiduciary Support
Benchmarking of Plan Designs, Providers and Fees
Private Client Services
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Retirement Accounts When You Change Your Job
This video discusses issues related to your retirement accounts when you move on from your job.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Investments & Money
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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.