Adam Finch, and Mike Rautiola are CFP® professionals. We offer a comprehensive review of your finances with no strings attached.
Plan to maintain your desired lifestyle before and during retirement.
Our goal is to help you to enjoy your money while we diligently manage your investment assets.
University Fidelity & TIAA CREF Accounts
We focus on the unique opportunities and challenges afforded to University & Hospital faculty and staff.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Here are five facts about Social Security that are important to keep in mind.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Is your estate in order? This short quiz may help you assess your overall strategy.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
For some, the social impact of investing is just as important as the return, perhaps more important.
A few strategies that may help you prepare for the cost of higher education.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A special needs trust helps care for a special needs child when you’re gone.
Women must be ready to spend, on average, more years in retirement than men.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A bucket plan can help you be better prepared for a comfortable retirement.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.