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.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
To choose a plan, it’s important to ask yourself four key questions.
Investors who put off important investment decisions may face potential consequence to their future financial security.
For many, retirement includes contributing their time and talents to an organization in need.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Gaining a better understanding of municipal bonds makes more sense than ever.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work in 2012 to pay federal tax liability.
Estimate the potential capital gains taxes due on your transactions.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
This questionnaire will help determine your tolerance for investment risk.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There are nearly 1,200 ETFs available. Should you invest in them?
Learning more about gold, and its history, may help you answer that question.
If you died, what would happen to your email archives, social profiles and online accounts?
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.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.