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- Financial Planning and Investment Advice
- Retirement Income Distribution
- Life Insurance
- Group Health Insurance
- Retirement Plans
- Non-Profit Services
- Create a Legacy
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement, looking to better understand certain investment ideas, or seeking to improve your company's group benefit and retirement plans —we can help you address your most pressing questions.
We are Dynasty Advisors, your resource for independent and objective financial advice, products and services.
Helpful Content
Get the Score on Your Credit
Your credit score is a vital part of your financial health. Understand how it works.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
2012 Federal Income Tax
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government money spends your tax money.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
Tax Freedom Day
Assess how many days you'll work in 2012 to pay federal tax liability.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.