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 Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Taking regular, periodic withdrawals during retirement can be quite problematic.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
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.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How does your ideal retirement differ from reality, and what can we do to better align the two?
All about how missing the best market days (or the worst!) might affect your portfolio.
$1 million in a diversified portfolio could help finance part of your retirement.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.