Independent Financial Guidance and Market Insight
Balance in a Changing World
It's been said that the only constant in life is change. Change brings uncertainty and risk but it also creates opportunity and growth. Engaging these contrasting forces is the key to achieving balance.
Successful investing is about managing risk - not avoiding it!
In today’s world, acquiring wealth and protecting financial assets are essential parts of securing balance in our lives. It embodies a large part of who we are and how we perceive ourselves in society. Defining how we view wealth, how we want to use it and perhaps ultimately pass it on, are the initial steps in planning for your financial future.
We've designed this website to help educate you about our process and philosophies. We hope you enjoy it and take advantage of it as a resource to navigate change, achieve financial security and attain your balance.
Newsletters
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Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
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How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.