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.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Five strategies for managing your student debt.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
It may help your business be better prepared in the event of the death of a principal or key employee.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
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.
Using smart management to get more of what you want and free up assets to invest.
There are three things to consider before dipping into retirement savings to pay for college.
Investors seeking world investments can choose between global and international funds. What's the difference?
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
How will you weather the ups and downs of the business cycle?
Here’s a crash course on saving for college.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.