Welcome to PlumTree Financial
PlumTree Financial provides comprehensive and individualized financial planning, and then works with clients to bring their plans to life. We empower our clients to make good financial decisions by providing the information, tools, and guidance they need.
As Registered Representatives with LPL Financial, we offer a diverse array of financial planning, investment services and insurance products.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Here are six flags that may make your tax return prime for an IRS audit.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Five creative (and inexpensive) ideas for motivating your employees.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn how to harness the power of compound interest for your investments.
How do the markets usually react to elections? Was the 2016 election any different?
Here’s a crash course on saving for college.
There are hundreds of ETFs available. Should you invest in them?
When should you take your Social Security benefit?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.