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.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Purchasing homeowners insurance is critical for protecting your home.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here are five facts about Social Security that might surprise you.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Are you ready for retirement? Here are five words you should consider.
A bucket plan can help you be better prepared for a comfortable retirement.