How to Minimize Taxes During Market Downturns
Market downturns, like the one through the first half of 2022, could be a good time to adjust your fund portfolio to minimize the tax bite. Here’s how to calculate…
Personal Financial Planning
Our Process
Through our six-step process, we work closely with you to identify goals, analyze your balance sheet and develop influential wealth management recommendations. We also bring together your various advisors, including accountants, attorneys and bankers to make sure everyone is working toward a common goal with their support to you.
1-on-1 Meetings
Our initial steps help define how we will work together. We can work in person or virtually.
Goal Setting
We want to learn what matters most to you. We'll determine goals and begin to gather your financial information.
Fiduciary Analysis
Our team will analyze your information and develop strategies based on your goals, stage of life, and risk tolerance.
Customized Recommendations
We develop recommendations based on real experience rather than pre-listed products.
Financial Plan
With your comprehensive financial plan as the foundation, our advisors will guide you on your financial journey, leading you along the path towards goal achievement.
Ongoing Follow-Up
We work with our clients ongoing. We monitor your progress to keep you on track.
Personal Financial Planning Resources
Don’t Get Rid of Dividend-Paying Stocks Just Yet
“Money makes money. And the money that money makes, makes money.” Since the beginning of the year, economists and pundits seem united in the belief that economic growth will…
What Should You Do as Markets Flirt with Bears?
The standard definition of a bear market is when major U.S. stock indices, such as the S&P 500, drop by 20% or more from their peak. And 5+ months into…
Managing Bond Risks When Interest Rates Rise
After dropping the benchmark federal funds rate to a rock-bottom range of 0%–0.25% early in the pandemic, the Federal Open Market Committee has begun raising the rate toward more typical…
There’s Still Time to Contribute to an IRA for 2021
Making a last-minute contribution to an IRA may help you reduce your 2021 tax bill. If you qualify, your traditional IRA contribution may be tax deductible. And if you had…
What is the Fed Taper?
What is the Fed Taper? An economist explains how the Federal Reserve withdraws stimulus from the economy Tapering refers to the Federal Reserve policy of unwinding the massive purchases of…
2022 Key Numbers
A popular tool, the 2022 Key Numbers document is a comprehensive list of tax bracket and deductions information to assist you as you consider your financial plan for the year. It…
Plan Your Finances as You Would Your Exercise
You exercise to benefit from your sweat equity in the future, right? Waking up early in the dark mornings of winter to exercise comes hard. Once your workout ends, though,…
2021 Year-End Tax Tips
Here are some things to consider as you weigh potential tax moves between now and the end of the year. 1. Defer income to next year Consider opportunities to defer…
5 Reasons to Consult a Financial Planner on New Tax Legislation
5 Reasons to Consult a Financial Planner on New Tax Legislation The new tax legislation proposed will undoubtedly impact the tax responsibilities of those…