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 Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Taking regular, periodic withdrawals during retirement can be quite problematic.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
For many, retirement includes contributing their time and talents to an organization in need.
Term insurance is the simplest form of life insurance. Here's how it works.
To choose a plan, it’s important to ask yourself four key questions.
There are ways to improve your physical fitness without denting your fiscal fitness.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work in 2012 to pay federal tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Smart investors take the time to separate emotion from fact.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Three things to consider before dipping into retirement savings to pay for college.