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.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
How to help determine life insurance needs to provide for your family after you pass away.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
There’s a link between debt and stress.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
It's easy to let investments accumulate like old receipts in a junk drawer.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.