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.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
This worksheet can help you estimate the costs of a four-year college program.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Being healthy not only makes you feel good, it may also help you financially.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
It's important to understand how inflation is reported and how it can affect investments.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Do you have causes that you want to support with donations?
A special needs trust helps care for a special needs child when you’re gone.
What if instead of buying that vacation home, you invested the money?
It’s never a bad time to speak with your financial professional about changes in your situation.
A bucket plan can help you be better prepared for a comfortable retirement.
When do you need a will? The answer is easy: Right Now.