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.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
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.
For some, the social impact of investing is just as important as the return, perhaps more important.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Calculating your potential Social Security benefit is a three-step process.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Knowing the rules may help you decide when to start benefits.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
How will you weather the ups and downs of the business cycle?
Here are five facts about Social Security that might surprise you.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
With alternative investments, it’s critical to sort through the complexity.
$1 million in a diversified portfolio could help finance part of your retirement.
What does your home really cost?