Resources For Clients
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Surprises
Making the most of surprises is a great reason to work with us.
Building Your Legacy
A four-step framework for building a personal legacy.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Saving for College 101
Here's a crash course on saving for college.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Rightsizing for Retirement
What does your home really cost?
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.