A collection of timeless wisdom and new tricks
We believe that part of what we do as financial professionals is educate. In addition to the guidance we provide our clients and the insight we offer our fellow professionals, we have complied an array of financial tools, industry news and expert commentary to help those we work with become smarter, more confident investors.
Please check for upcoming events by clicking here ...
Eleven Ways to Help Yourself Stay Sane in a Crazy Market
529 Plans and Estate Planning
Why I Don't Want to Buy Life Insurance
Financial Planning – Helping You See the Big Picture
Holding Equities for the Long Term: Time versus Timing
Investment Basics
Five Questions about Long-Term Care
Required Minimum Distributions (RMDs)
Roth IRA Conversions – Planning for New Opportunities
Credit Cards and Debt Management
Insurance Calculators
Investment Calculators
Mortgage Calculators
Personal Finance
Retirement Savings and Planning
- 401(k) Savings Calculator
- 401(k) Spend It or Save It Calculator
- 403(b) Savings Calculator
- Company Stock Distribution Analysis Calculator
- How Important is Social Security?
- Required Minimum Distribution (RMD)
- Retirement Contribution Effects on Your Paycheck
- Monthly Income Estimator
- How much do you need to retire?
- Retirement Plan Withdrawal
- Retirement Planning Calculator
- Roth 401(k) or Traditional 401(k)?
- Roth IRA Savings Calculator
- Roth IRA Conversion
- Roth vs. Traditional IRA
- Social Security Benefits
- Traditional IRA Calculator
Lynn Phillips appears on Forbes Intelligent Investing panel
Forbes Intelligent Investing gathers the best and brightest investment advisors, money managers and business leaders to discuss the principles and techniques of long-term portfolio management, free from the chatter and noise of daily market movements, rumor, and innuendo that plagues so much of the financial press.
FIRST MEETING - what to expect
Thank you for considering us for your financial and investment planning needs. Please bring the following to your first appointment:
- Last month's pay stubs,
- Copies of wills,
- Copies of most recent income tax returns,
- Copies of all life and disability insurance policies and current statements,
- Copies of statements on all financial accounts (savings, investments, retirement),
- Listing of all debt (mortgages, auto loans, credit cards, open notes), and
- Benefits information from your employer.
Don’t worry if you cannot get everything on the list. Most important is to bring a copy of your most recent tax return as well as statements on each of your investments or insurance.
