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 just starting out with your career & family, facing retirement, looking at establishing your estate—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 what may be appropriate for your specific situation. We'll get back to you quickly with a thoughtful answer.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Learn a little about worldwide currency in this fun infographic
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Tax preparation may be the perfect time to give the household budget a check-up.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
How federal estate taxes work, plus estate management documents and tactics.
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.
Using smart management to get more of what you want and free up assets to invest.
What if instead of buying that vacation home, you invested the money?
With alternative investments, it’s critical to sort through the complexity.
How do the markets usually react to elections? Was the 2016 election any different?
Do you have causes that you want to support with donations?
Even low inflation rates can pose a threat to investment returns.
How will you weather the ups and downs of the business cycle?