Meliora: "better things", "always better", "ever better", or, more fully, "for the pursuit of the better".
Sometimes it can be simple. With one word our name reminds us why we founded this enterprise: to make our clients lives ever better. What does ever better mean for you? Contact us and see how we can help you get there.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Technology tips to make your next trip even better.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Learn when it may not make sense to file a claim on your home insurance.
A collection of tips from professional travelers.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Determine your potential long-term care needs and how long your current assets might last.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Do you have causes that you want to support with donations? Here are three tips.
There are three things to consider before dipping into retirement savings to pay for college.
It's easy to let investments accumulate like old receipts in a junk drawer.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There’s an alarming difference between perception and reality for current and future retirees.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.