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.
Helpful Content
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Emerging Market Opportunities
What are your options for investing in emerging markets?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.