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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Life and Death of a \$20 Bill
How long does a $20 bill last?
What If You Get Audited?
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Even low inflation rates over an extended period of time can impact your finances in retirement.
How to help determine life insurance needs to provide for your family after you pass away.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Understanding how capital gains are taxed may help you refine your investment strategies.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
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.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Recent changes in estate tax laws could affect the strategy you have in place.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Here are five facts about Social Security that might surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.