Greetings from Jonathan and Chuck

You have questions. We have answers. If you want to work with real people who know you and your family, who respond quickly to your questions, and focus on the things that really matter, we think you will appreciate working with us.

What We Do


Helpful Content

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

 

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Principles of Preserving Wealth

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

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

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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