A FAMILY WEALTH MANAGEMENT PRACTICE

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports on financial planning and family wealth management.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal, family and business financial situation. We have created this Web site to help you gain a better understanding of the different financial concepts and strategies between asset accumlation for retirement and taking income during retirement, between personal needs and family needs, between wealth preservation and wealth transfer.  Most important, we hope you see the value of working with skilled professionals who for the past 20 plus years have helped their select clients pursue their personal and families financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and the services and skills be can bring to help you resolve your financial concerns. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of family wealth management planning.
Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

More Calculators →

Newsletters

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

The Long Road Ahead

The stock market has had its share of roller-coaster thrills lately, but don’t be tempted to react emotionally.

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

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