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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
All about how missing the best market days (or the worst!) might affect your portfolio.
With alternative investments, it’s critical to sort through the complexity.
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.
The market is as unpredictable as the weather. We’d love to help you prepare.
Investors seeking world investments can choose between global and international funds. What's the difference?
Have you found yourself suddenly single? Here are 3 steps to take right now.