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.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Here are some simple and inexpensive energy-saving tips that may help you save money.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This worksheet can help you estimate the costs of a four-year college program.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learn how to harness the power of compound interest for your investments.
Understanding your risk tolerance is a critial first step in the money management process.