UPCOMING EVENTS
“From educational dinner seminars to a cup of coffee and a second opinion, my goal is simple…to serve.
Education is an important part of all of our client relationships. We believe that the more relevant information you have access to about your finances, the more empowered you will feel to make the best decisions for you and your family. We want to help you understand how changes in the financial environment affect your goals. In addition to ongoing interactions, we offer complementary workshops, seminars, and newsletters.
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EVENT TOPICS INCLUDE:
Retirement Planning
Social Security
Long-Term Care Insurance
Holistic Financial Planning
Leaving a Legacy
Let us know if you or someone you know might be interested in learning more about a topic you see on our website. We’d be happy to schedule some time to share our knowledge and experience.
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RECENT ARTICLES
Investing for Major Financial Goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut...
Gift and Estate Taxes
If you give away money or property during your life, those transfers may be subject to federal gift and estate tax and perhaps state gift tax. The money and property you own when you die (i.e., your estate) may also be subject to federal gift and estate tax and...
Tax Tips: Long-Term Care Insurance
Your chances of requiring some sort of long-term care increase as you age, and long-term care insurance (LTCI) can help you cover your long-term care expenses. Although tax issues are probably not foremost in your mind when you buy LTCI, it still pays to consider...
FOLLOW US
RECENT ARTICLES
Investing for Major Financial Goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut...
Gift and Estate Taxes
If you give away money or property during your life, those transfers may be subject to federal gift and estate tax and perhaps state gift tax. The money and property you own when you die (i.e., your estate) may also be subject to federal gift and estate tax and...
Tax Tips: Long-Term Care Insurance
Your chances of requiring some sort of long-term care increase as you age, and long-term care insurance (LTCI) can help you cover your long-term care expenses. Although tax issues are probably not foremost in your mind when you buy LTCI, it still pays to consider...