Our mission:
To simplify and organize the
finances of a select group of
individuals and families.
To help you achieve all of your
financial objectives prudently and
thoughtfully.
To be the FIRST person you contact
when you have a question or need help.
Newsletters
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HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
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Why the EPA is Focusing on “Forever” Chemicals
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.