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.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
A quick look at how federal income taxes work.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
How to help determine life insurance needs to provide for your family after you pass away.
Explore the growing influence women wield over the economy with this handy infographic.
What can be learned from the savings rate?
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
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.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
When do you need a will? The answer is easy: Right Now.
How will you weather the ups and downs of the business cycle?
$1 million in a diversified portfolio could help finance part of your retirement.
Around the country, attitudes about retirement are shifting.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The market is as unpredictable as the weather. We’d love to help you prepare.