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.
How Income Taxes Work
A quick look at how federal income taxes work.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
It sounds simple, but paying yourself first can really pay off.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Living trust are popular, but their appropriateness will depend upon your individual needs and objectives.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
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.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
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
Understanding the cycle of investing may help you avoid easy pitfalls.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
It's easy to let your investments accumulate like the junk in a junk drawer. This may not be the best approach.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.