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
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
When considering life insurance, it's important to understand your options.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Recent changes in estate tax laws could affect the strategy you have in place.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
If you died, what would happen to your email archives, social profiles and online accounts?
Do you have causes that you want to support with donations? Here are three tips.