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.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
An increasing number have been developed to help individuals with their personal finances.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How will you weather the ups and downs of the business cycle?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When do you need a will? The answer is easy: right now.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What does your home really cost?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.