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
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
In the face of divorce, making changes to insurance coverage may be overlooked.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Understanding the value of a home warranty.
The tax rules that govern donating art are complex and confusing. Take a closer look.
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.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Three things to consider before dipping into retirement savings to pay for college.
The decision whether to buy or rent a home may have long-term implications.
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.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?