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.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
There are common mistakes you can avoid when saving for retirement.
Do your insurance needs stay the same when the nest empties?
Understanding the economy's cycles can help put current business conditions in better perspective.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
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.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here’s a quick guide to checking to see if you have unclaimed money.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.