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.
Around the country, attitudes about retirement are shifting.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Regardless of how you approach retirement, there are some things about it that might surprise you.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Tax preparation may be the perfect time to give the household budget a check-up.
One way to find money is to examine your current spending habits and eliminate money wasters.
A look inside the U.S. government's statistics on household net worth.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Are you ready for retirement? Here are five words you should consider.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate