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: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Sit, Stay, Rollover: A Guide to IRA Rollovers
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
This worksheet can help you estimate the costs of a four-year college program.
It's important to understand the pros and cons when considering a prepaid debit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Are Real Estate Investment Trusts right for your portfolio?
Why are 401(k) plans, annuities, and IRAs so popular?
Taking your Social Security benefits at the right time may help maximize your benefit.
There are hundreds of ETFs available. Should you invest in them?
Making the most of surprises is a great reason to work with us.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.