ENVISION | ENLIGHTEN | ENRICH
We build long-term relationships by helping our clients Envision their dreams, Enlighten them to make informed financial decisions through education and service which ultimately Enriches their lives.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Investors who put off important investment decisions may face potential consequence to their future financial security.
At what point can you call a personal vehicle commercial?
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
How will you weather the ups and downs of the business cycle?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Pundits say a lot of things about the markets. Let's see if you can keep up.
It’s never a bad time to speak with your financial advisor about changes in your situation.
What does your home really cost?