What do we do? Rather than write a 500 word essay that few of you will read I will cut to the chase...we provide:
Asset management programs with high probability investment strategies based on technical, geopolitical and domestic economic analysis.
Retirement income solutions in a time where interest is hard to find.
Tax strategies for businesses, individuals with multiple real estate holdings, and 1099 contractors.
All designed By a Former Hedge Fund Manager
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Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
What to Look for in a Long-Term-Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Probate can be a completely public process, or it can be managed to include as little information as possible.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Have you explored all of your choices when it comes to managing your taxable income?
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
With alternative investments, it’s critical to sort through the complexity.
If you died, what would happen to your email archives, social profiles and online accounts?
Do you have causes that you want to support with donations? Here are three tips.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.