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.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
A Living Trust Primer
Living trust are popular, but their appropriateness will depend upon your individual needs and objectives.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Bonds may outperform stocks one year only to have stocks rebound the next.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Three things to consider before dipping into retirement savings to pay for college.
Smart investors take the time to separate emotion from fact.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Understanding the cycle of investing may help you avoid easy pitfalls.
What are your options for investing in emerging markets?