Skip to main content
Meet The Team
Investment, Retirement and Estate Planning Strategies
Foundations / Endowments / Trusts
Business Owner and Executive Solutions
Company Retirement Plans
Christian Billings, CFA
Lisa M. Derig
Robert B. Hayes
Paul L. Norman
Cost of Retirement
Required Minimum Distributions
Impact of Inflation
Retirement Plan Early Distribution
Retirement Portfolio Lifespan
Federal Income Tax
Roth IRA Conversion
Taxable Equivalent Yield
Cash Flow Analysis
Long-Term Care Self Insurance
LTCI Cost of Waiting
Disability Income Insurance
HOT TOPIC: The Budget and the Debt Ceiling: Round 2
Net Price Calculators Help Gauge College Affordability
Is a High-Deductible Health Plan Right for You?
Women Face Challenges in a Post-Pandemic World
Do You Have a Tax-Smart Withdrawal Strategy?
HOT TOPIC: Too Hot to Handle: What’s Ahead for the U.S. Housing Market?
Signs of a Scam…and How to Resist It
Child Tax Credit for 2021: Will You Get More?
A More Affordable Life Insurance Solution
Following the Inflation Debate
What a Relief! Congress Acts Against Surprise Medical Bills
HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information
Considerations When Making Gifts to Children
A Steady Strategy
Pension or Lump Sum: Which Should You Choose?
Stock Market Risks in the Spotlight
Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses
New Changes to College Financial Aid and Education Tax Benefits
How Well Do You Understand Retirement Plan Rules?
Is the Medicare Donut Hole Really Closed?
Corporate Debt: Are Juicier Yields Worth the Extra Risk?
Your Business: New Rules for Writing Off Restaurant Meals
Key Retirement and Tax Numbers for 2021
Is Your Home Office Also a Tax Shelter?
Sequence Risk: Preparing to Retire in a Down Market
Watch Out for These Financial Pitfalls in the New Year
New Fed Policy Suggests Low Rates for the Long Term
When You Can’t Speak for Yourself
Big Data for Smaller Players
HOT TOPIC: Revisiting the 4% Rule
Five Tips to Regain Your Retirement Savings Focus in 2021
Money Market Funds in a Low Rate Environment
Prepare Your Finances for the Next Emergency
Gift vs. Inheritance: Consider the Tax Difference
Take Advantage of Deductions for Business Investments
What Key Estate Planning Tools Should I Know About?
How Can a Living Trust Help Me Control My Estate?
What Are the Pitfalls of Probate?
How Can My Gift Benefit Me and the Charity?
How Can I Control the Distribution of My Estate?
How Will I Pay Estate Taxes?
Can I Benefit from an A-B Trust?
What Gifting Strategies Are Available to Me?
How Can I Benefit from a Charitable Lead Trust?
How Can I Benefit from a Charitable Remainder Trust?
How Can I Benefit from a Wealth Replacement Trust?
Could My Family Benefit from a Family Limited Partnership?
What Is the Best Form of Property Ownership for Me?
History of the Federal Estate Tax
What Are My Retirement Planning Options?
Will Social Security Retire Before You Do?
Social Security Income
What Is a Self-Employed Retirement Plan?
What Is an Indexed Annuity?
Retirement Plan Distributions
What Is a Traditional IRA?
What Is a 401(k) Plan?
How Should I Manage My Retirement Plan?
Save Now or Save Later?
What Is a Roth IRA?
What Is Tax Deferral?
What Tax Deductions Are Still Available to Me?
What Tax-Advantaged Alternatives Do I Have?
What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
Is There Such a Thing as a Tax-Free Investment?
What Types of Bonds Are Available?
What Is a Bond?
What Do Bond Ratings Mean?
What Is a Stock Index?
What Investment Risks Should I Know About?
What Are the Different Classes of Assets?
What Is Asset Allocation?
What College Investment Options Do I Have?
What Is Dollar-Cost Averaging?
529 Lesson Plan: High Scores for 529 Plans
What Are Some Tips for Managing My Money?
What About Financial Aid for College?
How Does Inflation Affect Me?
Why Purchase Life Insurance?
What Is Property and Casualty Insurance?
Do I Need a Business Owner Policy?
Life Insurance for Business Owners
What Is Split-Dollar Life Insurance?
What Is Last-Survivor Life Insurance?
Disability Income Insurance for Business Owners
What Is Term Life Insurance?
What Is Whole Life Insurance?
What Is Universal Life Insurance?
What Is Variable Life Insurance?
What Are the Main Types of Auto Insurance?
Making a Property Insurance Claim
How Can I Maximize My Insurance Benefits?
How Can I Insure My Future?
How Can I Protect My Home?
Do I Need Disability Income Insurance?
What Types of Health Coverage Are Available?
How Can I Extend My Liability Coverage?
What Is the Difference Between an HMO and a PPO?
How Can I Determine the Financial Strength of My Insurance Company?
Am I Prepared for Long-Term Care Expenses?
What Does Medicare Cover?
Should You Pay Off Debt or Save for Retirement?
Should You Sell When the Market Drops?
3 Potential Benefits of Dollar-Cost Averaging
Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
The Basics of Social Security Retirement Benefits
Financial Planning: Helping You See the Big Picture
Stocks and Stock Mutual Funds 101
Bonds and Bond Mutual Funds 101
The Pros and Cons of a Big Tax Refund
What Is Investment Risk?
Do You Know Who Your Beneficiaries Are?
The Value of a Bond
What Would Happen to Your Estate?
What Is An Annuity?