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.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Saving for College 101
Here’s a crash course on saving for college.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Gaining a better understanding of municipal bonds makes more sense than ever.
It may help your business be better prepared in the event of the death of a principal or key employee.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
How will you weather the ups and downs of the business cycle?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There are three things to consider before dipping into retirement savings to pay for college.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Smart investors take the time to separate emotion from fact.
Here is a quick history of the Federal Reserve and an overview of what it does.