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.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Acres of Diamonds
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Try these activities to keep your brain sharp.
When you’re married and have children, insurance needs will be different.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Building wealth requires protection from the forces of wealth destruction.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
It’s never a bad time to speak with your financial advisor about changes in your situation.
$1 million in a diversified portfolio could help finance part of your retirement.