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.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Determine your potential long-term care needs and how long your current assets might last.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
When to start? Should I continue to work? How can I maximize my benefit?
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
These food myths will really put a drain on your wallet.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Here are five facts about Social Security that might surprise you.
Savvy investors take the time to separate emotion from fact.
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.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you have causes that you want to support with donations?
When markets shift, experienced investors stick to their strategy.