Helping people with financial planning and investment management.
Newsletters
-
Equity REITs and Rising Rates
Fundamental factors that can affect the short- and longer-term performance of equity REITs, including taxation of REIT shares.
-
Community Property Laws: Yours, Mine, and Ours
Community property laws that apply in nine states and “equitable distribution” laws that apply in other states.
-
Steps to Executing an Exit Strategy
Monetizing a closely held business can be a difficult process, so owners may want to plan an exit strategy before they really need one.
-
Risk Tolerance Is About You, Not the Market
An investor’s personal situation should be considered when assessing his or her risk tolerance.
Calculators
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Savings Accumulation
Estimate the future value of your current savings.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.