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.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Being healthy not only makes you feel good, it may also help you financially.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Gaining a better understanding of municipal bonds makes more sense than ever.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Why are 401(k) plans, annuities, and IRAs so popular?
Taking your Social Security benefits at the right time may help maximize your benefit.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are a few things to consider when buying or leasing your next vehicle.
A bucket plan can help you be better prepared for a comfortable retirement.