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.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
A four-step framework for building a personal legacy.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
There are common mistakes you can avoid when saving for retirement.
This calculator demonstrates the power of compound interest.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
Enter various payment options and determine how long it may take to pay off a credit card.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investors seeking world investments can choose between global and international funds. What's the difference?
A bucket plan can help you be better prepared for a comfortable retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Learn how to harness the power of compound interest for your investments.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.