Link a Strategy to Your Wealth - Our Approach
Before we begin to give purpose and vision to your wealth strategy, it is essential for us to know your goals and the assets that you bring to the experience. We have you fill out a Wealth Planning Worksheet so that we can get a good picture of the hard work you have accomplished already. We then get to know you, your goals, and your desires. Together, we will create an action plan to provide a confident financial future for you and your family. At that point, you become part of our family. We will develop a customized, personal Strategy and incorporate different estate planning tools as needed. We will then address the 13 Wealth Management Principles we have identified as being essential to a complete Wealth Management Strategy. Tim will work with our team to develop the sound strategy that your wealth deserves.
Advanced Time Segmentation® (ATS)
Advanced Time Segmentation® incorporates a segmented strategy that matches unique retirement income needs with time-segmented investments. This approach segments retirement assets into three categories. In the illustration below, the categories are based on the period of time in retirement when the assets are expected to generate income.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Saving for College 101
Here’s a crash course on saving for college.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Do you know where the idea of “retirement” comes from?
It's important to understand how inflation is reported and how it can affect investments.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Calculating your potential Social Security benefit is a three-step process.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator demonstrates the power of compound interest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Smart investors take the time to separate emotion from fact.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Around the country, attitudes about retirement are shifting.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Do you know these three personal finance sayings?