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.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The New Red Scare: Chinese Ownership of U.S. Debt
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
Gaining a better understanding of municipal bonds makes more sense than ever.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Bonds may outperform stocks one year only to have stocks rebound the next.
Understanding the economy's cycles can help put current business conditions in better perspective.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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 the potential capital gains taxes due on your transactions.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Have you explored all of your choices when it comes to managing your taxable income?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
$1 million in a diversified portfolio could help finance part of your retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.