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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
A few strategies that may help you prepare for the cost of higher education.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Understanding the economy's cycles can help put current business conditions in better perspective.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Understanding the cycle of investing may help you avoid easy pitfalls.
How will you weather the ups and downs of the business cycle?
When do you need a will? The answer is easy: right now.
Smart investors take the time to separate emotion from fact.
Here are five facts about Social Security that might surprise you.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.