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“No other investment yields as great a return as the investment in education”
- Brad Henry

Estate

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

Intellectual Property Rocks in a New Digital Era

Intellectual Property Rocks in a New Digital Era

Intellectual property ownership and its implications for ordinary people and estates.
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When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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Estate Archive >

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
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Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.
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Insurance Archive >

Investment

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

What Is the Dividend Yield?

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.
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The Rule of 72

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.
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The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
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Investment Archive >

Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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Surprises

Surprises

Making the most of surprises is a great reason to work with us.
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Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.
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Lifestyle Archive >

Money

Managing your money involves more than simply making and following a budget.

Data Thieves from Outer Space

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
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Making a Charitable Contribution

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.
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Mortgages in Retirement

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
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Money Archive >

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Retirement Archive >

Tax

Understanding tax strategies can potentially help you better manage your overall tax situation.

Social Security Tax Estimator

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.
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What's My 2026 Tax Bracket?

What's My 2026 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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Five Most Overlooked Tax Deductions

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.
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Tax Archive >

Everyone Needs a Financial Advisor in Their Corner

Through and through, collaboration is the word that describes how we help our clients succeed. Relationships are the foundation of our business, and we look forward to working together to manage, grow and protect your wealth.  

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