Planning For Retirement
The path towards your financial future requires a clear vision, a detailed plan, and a dynamic team. Taking every factor of this important process into account, we construct an easy to follow map toward building and retaining wealth.
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Your Education Center
You are invited to learn more about a variety of financial planning topics. Through this interactive section, learn from videos and presentations at your fingertips. Be sure to send me any questions that you may have.
Newsletters
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Give and Receive with a Charitable Remainder Trust
Discover how to give a substantial gift to a favorite charity while receiving a flow of income during your lifetime.
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Mid-Year Is a Great Time to Fine-Tune Your Finances
The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.
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The Cost of Family Caregiving
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
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Municipal Bonds
Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Lease Payment
How much would your monthly lease payment be?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 27,931.02 | +0.12% |
| Dow Jones Transportation | 10,959.54 | +0.67% |
| Dow Jones Utilities | 824.87 | -1.14% |
| Nasdaq 100 | 11,164.45 | -0.12% |
| NYSE Composite | 12,902.50 | -0.13% |
| AMEX Composite | 2,155.36 | -0.10% |
| PHLX Semiconductor Index | 2,200.81 | -0.07% |
| OSX Oil Service Sector Index | 39.59 | +0.54% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.