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.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
The Best Apps in Travel
Technology tips to make your next trip even better.
Read this overview to learn how financial advisors are compensated.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Life insurance proceeds are generally tax-free. But not in all cases.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Five creative (and inexpensive) ideas for motivating your employees.
At what point can you call a personal vehicle commercial?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There are hundreds of ETFs available. Should you invest in them?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Peer-to-peer payment apps are one of the newest ways to send money.
Why are 401(k) plans, annuities, and IRAs so popular?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.