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.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
A letter of instructions provides additional and more personal information regarding your estate.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Do you have causes that you want to support with donations? Here are three tips.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Investors seeking world investments can choose between global and international funds. What's the difference?
Why are 401(k) plans, annuities, and IRAs so popular?
Learning more about gold, and its history, may help you answer that question.