Your Financial Future
Today’s economic environment presents many challenges. Along with these challenges come 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. By learning about your personal situation, we identify your goals, understand your tolerance for risk, and start you toward realizing your dreams. Long-term relationships that encourage open and honest communication are the cornerstone of our 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.
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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
There are ways to improve your physical fitness without denting your fiscal fitness.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Building wealth requires protection from the forces of wealth destruction.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Do your insurance needs stay the same when the nest empties?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Making the most of surprises is a great reason to work with us.
There are a few things to consider when buying or leasing your next vehicle.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
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.