There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk. Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk. When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k). Estimate the potential impact taxes and inflation can have on the purchasing power of an investment. This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly. A number of questions and concerns need to be addressed to help you better prepare for retirement living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k). Estimate the potential impact taxes and inflation can have on the purchasing power of an investment. This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly. A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Services
Whether you have significant assets to manage-or if you are just starting to accumulate wealth-we have the tools and background to provide the services that may fit your needs. My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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