Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
For many, retirement includes contributing their time and talents to an organization in need.
It's important to understand how inflation is reported and how it can affect investments.
Bonds may outperform stocks one year only to have stocks rebound the next.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
If you died, what would happen to your email archives, social profiles and online accounts?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
A bucket plan can help you be better prepared for a comfortable retirement.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
There’s an alarming difference between perception and reality for current and future retirees.
Three things to consider before dipping into retirement savings to pay for college.