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.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The uncertainties we face in retirement can erode our sense of confidence.
When considering life insurance, it's important to understand your options.
Term insurance is the simplest form of life insurance. Here's how it works.
Understanding how a stock works is key to understanding your investments.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Why are 401(k) plans, annuities, and IRAs so popular?
It’s never a bad time to speak with your financial advisor about changes in your situation.
What if instead of buying that vacation home, you invested the money?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Are you ready for retirement? Here are five words you should consider.
Making the most of surprises is a great reason to work with us.