Who? What? & Why?
Who we are; what we do; and why we do it...We have a unique approach & a qualified team to deliver on our promise.
Jason's Blog
What is Integrated Planning
We help pre-retirees & business owners structure their net worth to minimize taxes, volatility, & risk.
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Our Client Process
We have a clear process to understand your goals, develop appropriate recommendations, & implement your customized plan.
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What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.