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.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
To choose a plan, it’s important to ask yourself four key questions.
Learn about all the parts of Medicare with this informative and enjoyable article.
Being healthy not only makes you feel good, it may also help you financially.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Bonds may outperform stocks one year only to have stocks rebound the next.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Check out this video to begin separating fact from fiction.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
When should you take your Social Security benefit?
How does your ideal retirement differ from reality, and what can we do to better align the two?
When do you need a will? The answer is easy: Right Now.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?