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Welcome to Optima Asset Management

At Optima Asset Management we offer personalized strategies for financial management to individuals, families, and businesses. A comprehensive look at your overall financial situation may provide opportunities and rewards not realized by those attempting to negotiate today’s challenging financial environment on their own. Working proactively with qualified professionals, such as a CFP® or a CPA, can help provide clarity and direction for your financial decision-making.

If you are interested in a retirement advisor*, investment management*, estate planning, succession planning, or overall financial planning*, we can assist you. Please contact Diane or Dave so they can discuss your needs and how they can help.

This website is a resource we hope you will refer to often.  The articles, research reports, and e-seminars are updated frequently and will help keep you up to date on current financial issues.  Why not add this to your "Favorites" list now to make returning easy?

 

*These services are offeredby Diane T. McIntee and David G. McIntee through affiliation with Cambridge Investment Research.

  

Your greatest compliment is the referral of family or friends.


Helpful Content

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

 

“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.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Is Tax Reform on the Agenda?

There’s been a lot of talk about Tax Reform. What might it look like?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

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