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.
How Income Taxes Work
A quick look at how federal income taxes work.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
There are ways to improve your physical fitness without denting your fiscal fitness.
Even if you’re young and single, you should still consider protecting yourself.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
What kind of auto insurance should you have? Do you know?
The uncertainties we face in retirement can erode our sense of confidence.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
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 some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What does your home really cost?
Around the country, attitudes about retirement are shifting.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are hundreds of ETFs available. Should you invest in them?