What’s Your Risk Score?
As your family CFO, part of our job is to help you analyze and evaluate risk, then determine how much is appropriate for you and your portfolio. We do this by using Riskalyze, which represents an innovative approach to balance the risk in your portfolio against the amount of risk you’re comfortable taking. Watch a short video to learn more about how Riskalyze can help you by clicking on the image to the right, or jump right in and take the Riskalyze assessment by selecting the button below.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Calculating your potential Social Security benefit is a three-step process.
What’s the deal with your yearly free credit report?
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
It may help your business be better prepared in the event of the death of a principal or key employee.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, cracking the code on bonds.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Understanding the cycle of investing may help you avoid easy pitfalls.
Here is a quick history of the Federal Reserve and an overview of what it does.
Making the most of surprises is a great reason to work with us.
Do you know these three personal finance sayings?