What is the origin of White Blaze?
Hikers along the Appalachian Trail are guided in their journey by a series of vertical markings painted on trees by those who have navigated the trail before. These "white blaze" markings alert hikers to changes in terrain, forks in the trail and other decision points. They also reassure hikers that they are on the right path.
We took the name White Blaze for our team because we too guide our clients, providing clear and reliable advice, as they make their way toward achieving their financial goals and independence. Like those markings, we will be with them at all points along the trail, and with the next generation to help ensure that they successfully pursue their destination too.
Your dynamic financial plan should balance accumulation, distribution, preservation and contingency strategies as you move through different stages of life.Learn More
The best investment strategy for you is to build a portfolio that maximizes your potential of meeting your goals.
We understand today’s financial environment. We know that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.Learn More
When Markets React
When markets shift, experienced investors stick to their strategy.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Understanding how a stock works is key to understanding your investments.
Healthy habits are one of the greatest gifts to give your child.
Five strategies for managing your student debt.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The federal government requires deceased individuals to file a final income tax return.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Principles that can help create a portfolio designed to pursue investment goals.
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.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Here’s a quick guide to checking to see if you have unclaimed money.
It's easy to let investments accumulate like old receipts in a junk drawer.
For women, retirement strategy is a long race. It’s helpful to know the route.
Smart investors take the time to separate emotion from fact.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.