Welcome to our website! We have created this site for our clients and those considering our services to serve as a resource for your financial planning needs. You can access a wide variety of helpful articles on various financial topics. We also have financial planning calculators* to help with almost any financial situation. We encourage you to e-mail us and use this site as an additional line of communication to our office. We will respond to your questions and comments as quickly as possible. Come back often and visit, as there will always be something new for you to explore. Enjoy your visit! Visit out Featured Links to access other helpful sites.
Current clients may access their WealthOne Portal by clicking the Client Login button below.
*Interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
Newsletters
-
New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
-
Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
-
Cheaper Hearing Aids Are Coming to a Store Near You
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
-
Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Calculators
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.