We are Nevada’s Retirement Income SpecialistsProviding Sound Investment Decisions through Uncertain Times
We believe that we have a huge fiscal, ethical and moral responsibility to our clients, most of whom invest a substantial portion of their life savings with us. A large majority of our clients are either retired or very close to retirement - the very people who can least afford to lose their hard-earned savings - and it is for their welfare that our firm exists. Our clients can expect to feel comfortable and confident that we are passionately committed to the fulfillment of our responsibilities to them.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Second marriages are a trigger event to revisit any existing estate strategies.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
It sounds simple, but paying yourself first can really pay off.
There are things about Social Security that might surprise you.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What is your plan for health care during retirement?
A special needs trust helps care for a special needs child when you’re gone.
Taking your Social Security benefits at the right time may help maximize your benefit.
There are hundreds of ETFs available. Should you invest in them?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.