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.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Building Your Legacy
A four-step framework for building a personal legacy.
Apps that help small business owners better manage and grow their business.
Your credit score may influence how much you pay for auto and home insurance.
Important items to consider when purchasing condo insurance.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Estimate your monthly and annual income from various IRA types.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
What does your home really cost?
Making the most of surprises is a great reason to work with us.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Here is a quick history of the Federal Reserve and an overview of what it does.
Around the country, attitudes about retirement are shifting.
Understanding the cycle of investing may help you avoid easy pitfalls.