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.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
There are common mistakes you can avoid when saving for retirement.
It sounds simple, but paying yourself first can really pay off.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Tax preparation may be the perfect time to give the household budget a check-up.
This checklist can give you a quick snapshot of how prepared you are.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When should you take your Social Security benefit?
Here is a quick history of the Federal Reserve and an overview of what it does.
There are a few things to consider when buying or leasing your next vehicle.
If you died, what would happen to your email archives, social profiles and online accounts?
Making the most of surprises is a great reason to work with us.