Do you know where you are on your Financial Journey?
If you want a financial plan based on your goals that also fits your lifestyle, if you have a drive for success and if you see the value of having a road map to show you the way, then you should be talking with us! Everyone needs a map for their financial journey.
Niles stand out from the competition by understanding the emotional impact money has on everyone’s life. By embracing our 4P’s concept, PROPER PLANNING PROVIDES PEACE, our clients are empowered to effectively manage their money so their money does not manage them. Niles takes the time needed to understand your unique situation and your specific goals. We need to know where you are in relation to where you want to be. Only then do we begin thinking in terms of specific investments.
Niles looks at the areas of your Financial Journey where you have concerns and other areas that he may identify. Through a comprehensive process he determines how to address those concerns and create your map. Every client desires Clarity and Confidence; Clarity on where you are and Confidence that you are on track. It is our goal to help our clients navigate their Financial Journey and to realize the impact of the 4P’s concept, PROPER PLANNING PROVIDES PEACE in their lives.
Navigate our website to learn more about our services, what financial planning involves and what our process is. We look forward to serving you!
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
If you find it hard to attain personal life goals, there’s an app for that!
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
The item most homeowners forget on their home improvement project checklist is insurance.
A few strategies that may help you prepare for the cost of higher education.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Have you explored all your options when it comes to managing your taxable income?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here is a quick history of the Federal Reserve and an overview of what it does.
Recent changes in estate tax laws could affect the strategy you have in place.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.