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
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
How long does a $20 bill last?
One of the most common questions people ask about Social Security is when they should start taking benefits.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
What does your home really cost?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Smart investors take the time to separate emotion from fact.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Are Real Estate Investment Trusts right for your portfolio?