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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Knowing the rules may help you decide when to start benefits.
It's important to make sure your retirement strategy anticipates health-care expenses.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
When do you need a will? The answer is easy: right now.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What does your home really cost?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Learn how to harness the power of compound interest for your investments.
A quick history of the Federal Reserve and overview of what it does.