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.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
How Income Taxes Work
A quick look at how federal income taxes work.
Retirees traveling abroad need to know that their health insurance travels with them.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The federal government requires deceased individuals to file a final income tax return.
A look inside the U.S. government's statistics on household net worth.
The true cost of raising a child may be far more than you expect.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
When do you need a will? The answer is easy: Right Now.
There are three things to consider before dipping into retirement savings to pay for college.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Understanding the cycle of investing may help you avoid easy pitfalls.
Investors seeking world investments can choose between global and international funds. What's the difference?
Do you have causes that you want to support with donations? Here are three tips.