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.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Here are some simple and inexpensive energy-saving tips that may help you save money.
As our nation ages, many Americans are turning their attention to caring for aging parents.
What can be learned from the savings rate?
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Calculating your potential Social Security benefit is a three-step process.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much you have the potential to earn during your working years.
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.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
What if instead of buying that home, you invested that money?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Are you ready for retirement? Here are five words you should consider.