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 facing retirement—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 products. We’ll get back to you quickly with a thoughtful answer.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
A few strategies that may help you prepare for the cost of higher education.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
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 a few things to consider when buying or leasing your next vehicle.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Women must be ready to spend, on average, more years in retirement than men.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
What are your options for investing in emerging markets?
Are you ready for retirement? Here are five words you should consider.