Independent Thinking Since 1994
Whether you are interested in crafting a comprehensive financial plan, or looking to address a specific issue – be it college funding, claiming Social Security benefits, building a custom-tailored investment portfolio or implementing a cost-effective retirement plan for your business – you want to work with an advisor committed to putting clients’ needs first.
If you’re indeed looking for such an advisor, you have come to the right place! Feel free to explore the information and resources presented on this site, and don’t hesitate to get in touch via phone or email when you’re ready to discuss your particular needs and circumstances.
Newsletters
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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
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The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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HOT TOPIC: Soft Landing or Delayed Recession?
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.