This article explains the four stages of Part D prescription drug coverage and how prices can vary in the coverage gap. This article discusses corporate credit ratings and some differences between investment-grade and speculative-grade bonds. IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations.
Explore these 2021 adjustments. Have you heard of the No Surprises Act? Taking effect in 2022, it helps protect consumers from large, unexpected medical bills. This calculator can help you determine whether you should consider converting to a Roth IRA. Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Explore these 2021 adjustments. Have you heard of the No Surprises Act? Taking effect in 2022, it helps protect consumers from large, unexpected medical bills. This calculator can help you determine whether you should consider converting to a Roth IRA. Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Services
We understand that no two clients are alike, which is why our approach adapts to your wide-ranging needs. Some of our clients prefer a fee-based relationship while others prefer a more traditional brokerage account. Many of our clients, however, are more suited to using a combination of two or three different types of investment platforms.
We believe in providing a personalized experience by tailoring a long-term investment strategy that reflects your individual needs. Putting it in baseball terms, we believe in "getting base hits - not swinging for the fence at the risk of striking out." We place a greater emphasis on helping our clients pursue their long-term goals with reasonable risk-adjusted returns while reviewing their portfolio's progress on a continual basis.
We serve a broad array of investors, including those who are saving for their first home, those getting ready to retire or in retirement, to those who want to leave a legacy for their heirs. We interview every prospect thoroughly and serve those who we feel could most benefit from our services. Every new relationship begins with an extensive questionnaire to learn as much as possible about you.
Recently retired or changed jobs? We can help you explore all your options, such as rolling your 401(k) into an IRA to be professionally managed. This is a tax-sheltered event and allows you greater flexibility with your retirement dollars. Also, you have access to seasoned investment professionals and all the resources of a nationally leading investment firm.
Our services cover all areas of financial management, from investment and retirement planning, to risk mitigation strategies and issues surrounding estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies.
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