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.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
It's important to make sure your retirement strategy anticipates health-care expenses.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
There are other ways to maximize Social Security benefits, in addition waiting to claim them.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much you have the potential to earn during your working years.
This calculator demonstrates the power of compound interest.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Have you explored all of your choices when it comes to managing your taxable income?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
It's easy to let investments accumulate like the junk in a junk drawer.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.