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.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Do you know where the idea of “retirement” comes from?
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
It sounds simple, but paying yourself first can really pay off.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
This calculator compares the financial impact of leasing versus buying an automobile.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
How will you weather the ups and downs of the business cycle?
Learn how to harness the power of compound interest for your investments.
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.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.