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.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There are ways to improve your physical fitness without denting your fiscal fitness.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
For some, the social impact of investing is just as important as the return—perhaps, more important.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
This worksheet can help you estimate the costs of a four-year college program.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
A presentation about managing money: using it, saving it, and even getting credit.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
How will you weather the ups and downs of the business cycle?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Have you explored all of your choices when it comes to managing your taxable income?