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.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Being healthy not only makes you feel good, it may also help you financially.
However exciting retiring abroad may sound, it deserves considerable planning.
There are ways to improve your physical fitness without denting your fiscal fitness.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
Using smart management to get more of what you want and free up assets to invest.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
When do you need a will? The answer is easy: right now.
Investors seeking world investments can choose between global and international funds. What's the difference?
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Why are 401(k) plans, annuities, and IRAs so popular?
With alternative investments, it’s critical to sort through the complexity.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”