Saving For a Rainy Day
"When I thought about what drives me, what makes me want to get up in the morning, my 'Why'... I had to take the time to sit and think hard about what makes me happy and why I worked so hard. And once I really thought about it, the answer came to me with complete clarity. For me, it's the security of knowing I was saving for the unexpected for my family and my grandkids. I wanted to make sure that money would be available not just now but in the future. So I had to plan for the unexpected ... by saving for a rainy day.."
Harvey Sell - client since 2006Let us help you plan for the future
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
It's important to make sure your retirement strategy anticipates health-care expenses.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Understanding the value of a home warranty.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
The decision whether to buy or rent a home may have long-term implications.
What are your options for investing in emerging markets?
The market is as unpredictable as the weather. We’d love to help you prepare.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What if instead of buying that vacation home, you invested the money?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.