Our Approach and Process-
You have spent a lifetime working and saving for your retirement. But, have you given any thought to a distribution plan? Particularly, a plan that will; provide consistent , dependable Income, mathematically calculate how much of your nest egg should be invested in stocks for at least 15 years to mitigate risk and structuring your portfolio to supply inflation adjusted income and growth for the assets that are generating that income.
Perhaps you should consider our process, Advanced Time Segmentation. Learn more by clicking on the link
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
How to Budget as a Couple
Conversations about finances about budgeting can be a touchy subject, especially if you have different views about spending.
Whatever you're dreaming of for 2024 and beyond, here are some financial resolutions to consider to help you get there.
Five phases to changing unhealthy behaviors.
Important items to consider when purchasing condo insurance.
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Building wealth requires protection from the forces of wealth destruction.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A special needs trust helps care for a special needs child when you’re gone.
What does your home really cost?
Taking your Social Security benefits at the right time may help maximize your benefit.
How will you weather the ups and downs of the business cycle?