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.
Helpful Content
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgement.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
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Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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When Markets React
When markets shift, experienced investors stick to their strategy.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Saving for College 101
Here’s a crash course on saving for college.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.