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 New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Good employee health can be great for the company’s bottom line.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Five phases to changing unhealthy behaviors.
Knowing your options when a CD matures can help you make a sound investment decision.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
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.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are a few things to consider when buying or leasing your next vehicle.
When should you take your Social Security benefit?
Taking your Social Security benefits at the right time may help maximize your benefit.