Building Knowledge
of all things financial
We have assembled a selection of newsletters, financial articles, videos and related links of interest to help you gain a greater understanding of all things financial – both personal and business. Bookmark this page and check back for regular updates. As always, if there is anything else you ever need, feel free to let us know.
Essential
Articles
- Overlooked Benefits of Donor-Advised Funds
- Sex and Money Can Impact Clients’ Financial Wellness
- Capital One Data Breach…not the first, and not the last
- 5 ways physicians can avoid retirement failure
- Are female physicians leaving money on the (operating room) table?
- Could your family live on $50K a year if you died?
- How to thrive in a changing healthcare landscape
- What five companies said about their Medicare plans
- Prepare Clients for the Days They’ll Be Overwhelmed
Guest
Appearances
- 12 Days of Giving: Day #5 with Karen Coyne
- The New Mid Podcast with Michelle Newman
- Karen's Spotlight from the Aspire Magazine
- Prime Time for Women with Karen Coyne and Tina Fraley
- 52 Pearls: Weekly Money Wisdom podcast with Melissa Joy, CFP® and Sarah Boston
- The Epic Comeback Podcast with Nikki Bruno
Market
Commentaries
Video
Gallery
We like to provide our clients with resources to help them understand how the many aspects of life, business and the market can affect their wealth – from the way it’s managed to how it can be used to help improve quality of life both today and tomorrow.
401(k) Savings Calculator
A 401(k) can be one of your best tools for creating a secure reti...
Retirement
401(k): Spend It or Save It
There are several ways to manage your 401(k) balance when you lea...
Retirement
403(b) Savings Calculator
403(b) plans are only available for employees of certain nonprofi...
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Amortizing Loan Calculator
Enter your desired payment - and let us calculate your loan amoun...
Loans
Asset Allocation Calculator
Asset allocation is designed to help you create a balanced portfo...
Savings And Investments
Benefits of Spending Less
Reducing your spending can be worth more than you might think. Us...
Savings And Investments
Car Loan Calculator
Use this calculator to generate an estimated amortization schedul...
Loans
Cash Flow Calculator
Having adequate cash flow is essential to keep your business runn...
Personal Finance
Certificate of Deposit Calculator
Use this calculator to find out how much interest you can earn on...
Savings And Investments
College Savings Calculator
Saving for your children's education requires a long-term plan. A...
Savings And Investments
Company Stock Distribution Analysis
If you own company stock in a retirement plan, you may be able to...
Retirement
