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.
Financial Planning
Your dynamic financial plan should balance accumulation, distribution, preservation and contingency strategies as you move through different stages of life.
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The best investment strategy for you is to build a portfolio that maximizes your potential of meeting your goals.
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Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Retirement Income and the Traditional Portfolio
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You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
TIPS for Inflation
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Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Estimating the Cost of College
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Estimate how much of your Social Security benefit may be considered taxable.
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Estimate your monthly and annual income from various IRA types.
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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
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There’s an alarming difference between perception and reality for current and future retirees.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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