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Colin R. Leisy

The Long Run: Women and Retirement When Markets React Perception vs. Reality Social Security: By the Numbers The Rule of 72 Inflation and Your Portfolio RE: Retirement

Helpful Content

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

What Is My Current Net Worth?

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How Much Home Can I Afford?

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Saving for College

This calculator can help you estimate how much you should be saving for college.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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