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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential capital gains taxes due on your transactions.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
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.
There are nearly 1,200 ETFs available. Should you invest in them?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
The decision whether to buy or rent a home may have long-term implications.
$1 million in a diversified portfolio could help finance part of your retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.