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.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
How Financial Advisors are Compensated
Read this overview to learn how financial advisors are compensated.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Six overlooked tax deductions to help manage your tax bill.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Couples may be able to head off many of the problems in a marriage that money can cause.
Gaining a better understanding of municipal bonds makes more sense than ever.
When to start? Should I continue to work? How can I maximize my benefit?
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Learn how to harness the power of compound interest for your investments.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Are Real Estate Investment Trusts right for your portfolio?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.