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.
Life and Death of a \$20 Bill
How long does a $20 bill last?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Insuring Your Business With a Buy/Sell Agreement
Buy/sell agreements are designed a business against the death of a principal or key employee.
There are ways to improve your physical fitness without denting your fiscal fitness.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
What can be learned from the savings rate?
Here are some simple and inexpensive energy-saving tips that may help you save money.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Smart investors take the time to separate emotion from fact.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Are you ready for retirement? Here are five words you should consider.
Three things to consider before dipping into retirement savings to pay for college.
Understanding the cycle of investing may help you avoid easy pitfalls.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.