Helpful Content
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Net Unrealized Appreciation (NUA) Explained
Have you considered the special tax treatment on company stock held in a 401(k) plan?
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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Forecast
The market is as unpredictable as the weather. We'd love to help you prepare.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.