Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards. 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.
Helpful Content
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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February 2018 Top Five
2018 could be shaping up to be an interesting year.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?