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.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Is your estate in order? This short quiz may help you assess your overall strategy.
Good employee health can be great for the company’s bottom line.
Military families face unique challenges, making personal finance even more critical.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Why are 401(k) plans, annuities, and IRAs so popular?
$1 million in a diversified portfolio could help finance part of your retirement.
Recent changes in estate tax laws could affect the strategy you have in place.
Agent Jane Bond is on the case, cracking the code on bonds.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
All about how missing the best market days (or the worst!) might affect your portfolio.