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.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Don't let procrastination keep you from pursuing your financial dreams and goals.
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.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
A few strategies that may help you prepare for the cost of higher education.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The decision whether to buy or rent a home may have long-term implications.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Investors seeking world investments can choose between global and international funds. What's the difference?
If you died, what would happen to your email archives, social profiles and online accounts?
Here are five facts about Social Security that might surprise you.
What does your home really cost?