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.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
The History of Retirement
Do you know where the idea of “retirement” comes from?
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Important items to consider when purchasing condo insurance.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
A quick look at how federal income taxes work.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Would you guess that Millennials are effectively saving for retirement? Well, they are.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A special needs trust helps care for a special needs child when you’re gone.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here is a quick history of the Federal Reserve and an overview of what it does.
Taking your Social Security benefits at the right time may help maximize your benefit.