Estate planning often involves the coordinated efforts of an estate planning team consisting of your attorney, accountant, and financial services professional. However, whether establishing a new estate plan or revising an existing one, only you can provide the...

Need to get your small business's finances in shape? Learn how we help health and wellness professionals maintain the wellbeing of their practices.

Your idea of retirement is probably much different from that of your parents. Your saving strategy should be too. By starting now and taking an active role in planning, you can positively impact your future.  

Timing Is Everything Lowering your tax bill starts with planning for both the short- and long-term. By aligning your tax strategies with your financial strategies, the money you do not pay to the government can help fund your financial future. Like your financial...

Every investment decision involves both risk and reward. Learn how an asset allocation strategy can help reduce your risk.

Mastering money in our society is not a simple task. Making sound financial decisions requires knowledge of investments, taxes, risk management, estate planning, pension benefits, and other areas- -coupled with an understanding of how these elements interrelate. In...

Do you have a goal you want to accomplish? Buy a new car? Save for college? If so, you're more likely to be successful if you have a financial plan. Watch this short video to learn how a financial plan can help you achieve your dreams.

The estate tax is generally paid by the most affluent Americans, however, it can also hit families with smaller assets, especially if they fail to plan for a possible estate tax liability. If the combined value of all of your property, including real estate,...

If you're concerned with balancing financial return and social good, socially conscious investing provides the opportunity to support the causes you care about, while diversifying your investment portfolios. 

Collaboration can help a family create and preserve wealth. Learn the basics of financial planning with Personal Portfolio. Watch this video to learn more.