Understanding Today's Financial Environment
As an independent financial consultant, we work for YOU, not a financial institution. Everything we do, we believe is challenging the status quo. We believe in thinking differently about today's financial environment. From Social Security maximization, income planning and wealth accumulation, your Next Phase starts here!Services We Offer Meet the Team Contact Us
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
There are benefits and limitations when you decide to donate stock.
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Do your insurance needs stay the same when the nest empties?
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help determine whether it makes sense to refinance your mortgage.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Do you have causes that you want to support with donations?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
For women, retirement strategy is a long race. It’s helpful to know the route.
Why are 401(k) plans, annuities, and IRAs so popular?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.