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.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Understanding the economy's cycles can help put current business conditions in better perspective.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Here are five facts about Social Security that might surprise you.
Smart investors take the time to separate emotion from fact.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
There’s an alarming difference between perception and reality for current and future retirees.