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.
How Income Taxes Work
A quick look at how federal income taxes work.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
A look inside the U.S. government's statistics on household net worth.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn how to harness the power of compound interest for your investments.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Are you ready for retirement? Here are five words you should consider.