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.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The tax rules that govern donating art are complex and confusing. Take a closer look.
It sounds simple, but paying yourself first can really pay off.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
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.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
When markets shift, experienced investors stick to their strategy.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you have causes that you want to support with donations?
Do you know these three personal finance sayings?
All about how missing the best market days (or the worst!) might affect your portfolio.
There’s an alarming difference between perception and reality for current and future retirees.