Our goal is simple – to replace financial stress with financial confidence. A tailored financial plan requires coordination of all aspects of your life. After we establish a clear financial plan using a fiduciary standard of care, our clients are able to focus their time and energy on enjoying their life and spending time with the people they love.
Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.
Cash balance plans can be a powerful tool for employee recruitment and retention, plus they have generous contribution limits that increase with age.
An overview of the potential benefits, limitations, and rules of Roth 401(k) accounts.
Helping a grandchild obtain a college degree could be life-changing for the student. Still, it’s important to consider how a gift could affect student aid and taxes.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 24,575.62 | +0.70% |
| Dow Jones Transportation | 9,734.92 | -0.89% |
| Nasdaq Composite | 7,025.77 | +0.08% |
| NYSE Composite | 12,020.93 | +0.18% |
| PHLX Semiconductor Index | 1,185.95 | -0.62% |
| OSX Oil Service Sector Index | 92.85 | -2.10% |
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