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.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
A letter of instructions provides additional and more personal information regarding your estate.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
A few strategies that may help you prepare for the cost of higher education.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
With alternative investments, it’s critical to sort through the complexity.
Three things to consider before dipping into retirement savings to pay for college.