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.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
It's important to make sure your retirement strategy anticipates health-care expenses.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Tax preparation may be the perfect time to give the household budget a check-up.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Have you explored all of your choices when it comes to managing your taxable income?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Recent changes in estate tax laws could affect the strategy you have in place.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
A bucket plan can help you be better prepared for a comfortable retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.