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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Is your estate in order? This short quiz may help you assess your overall strategy.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Important items to consider when purchasing condo insurance.
A letter of instruction provides additional and more personal information regarding your estate.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save 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.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
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.
Do you know these three personal finance sayings?
Understanding the cycle of investing may help you avoid easy pitfalls.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The market is as unpredictable as the weather. We’d love to help you prepare.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Taking your Social Security benefits at the right time may help maximize your benefit.