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 Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
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.
Tax preparation may be the perfect time to give the household budget a check-up.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
It's important to make sure your retirement strategy anticipates health-care expenses.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
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.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
If you died, what would happen to your email archives, social profiles and online accounts?
What does your home really cost?
Smart investors take the time to separate emotion from fact.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Recent changes in estate tax laws could affect the strategy you have in place.
Three things to consider before dipping into retirement savings to pay for college.