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.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Do you have an estate strategy? You should.
For some, the social impact of investing is just as important as the return, perhaps more important.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
A collection of tips from professional travelers.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Do you know how to set up your financial goals for success? This knight does.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
If you died, what would happen to your email archives, social profiles and online accounts?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
All about how missing the best market days (or the worst!) might affect your portfolio.