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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Protect yourself against the damage that your homeowners policy doesn’t cover.
An inside look at how marginal income tax brackets work.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess how many days you'll work to pay your federal tax liability.
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).
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Estate conservation is too important to put off. Do you have a smart exit strategy?