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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Understanding the value of a home warranty.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Beware of these traps that could upend your retirement.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There’s an alarming difference between perception and reality for current and future retirees.
With alternative investments, it’s critical to sort through the complexity.
If you died, what would happen to your email archives, social profiles and online accounts?
That big list of dreams and goals isn't the only way to look at your bucket list.
The decision whether to buy or rent a home may have long-term implications.
The market is as unpredictable as the weather. We’d love to help you prepare.