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.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
The Good Ship IPO
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
There are common mistakes you can avoid when saving for retirement.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
How to help determine life insurance needs to provide for your family after you pass away.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
What does your home really cost?
What if instead of buying that home, you invested that money?
Investors seeking world investments can choose between global and international funds. What's the difference?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Have you explored all of your choices when it comes to managing your taxable income?