Sustainable and Impact Investments for a Prosperous Future
You can have both.
You can meet your financial goals without compromising your values.
You can create both a financial and a social legacy.
We have more than 30 years of investment experience, creating custom solutions that help investors achieve both their financial and social objectives – without sacrificing performance.
- As an independent Registered Investment Advisor, we act as a fiduciary, placing your interests above all others.
- As a firm run by a Chartered Financial Analyst, we’re held to the industry’s highest ethical standards.
- And as the region’s first Certified B Corporation wealth manager, we are aiming for a “triple bottom line” (people, planet, profit) in all that we do.
We’re Boardwalk Capital Management, and we’d love to help you create your Sustainable Legacy.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Get on track to creating the retirement you want. Here are seven financial strategies to take now to help you.
Investment account consolidation is important to consider for estate planning.
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Calculating your potential Social Security benefit is a three-step process.
Insurance policies are designed to help protect your livelihood, your loved ones, your property and those around you.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Check out this video to begin separating fact from fiction.
Even low inflation rates can pose a threat to investment returns.
When you retire, how will you treat your next chapter?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Have you explored all your options when it comes to managing your taxable income?
For women, retirement strategy is a long race. It’s helpful to know the route.