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Estate Management 101

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Tax Deductions You Won't Believe

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.

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

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.

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Surprises

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

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