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.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Around the country, attitudes about retirement are shifting.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
This worksheet can help you estimate the costs of a four-year college program.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Building wealth requires protection from the forces of wealth destruction.
This article may help you maximize the benefits of your donation for your chosen charity.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Here’s a quick guide to checking to see if you have unclaimed money.
How will you weather the ups and downs of the business cycle?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
There’s an alarming difference between perception and reality for current and future retirees.
Understanding the cycle of investing may help you avoid easy pitfalls.
Estate conservation is too important to put off. Do you have a smart exit strategy?