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.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Life and Death of a \$20 Bill
How long does a $20 bill last?
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
A quick look at how federal income taxes work.
It sounds simple, but paying yourself first can really pay off.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Buy/sell agreements are designed a business against the death of a principle or key employee.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Recent changes in estate tax laws could affect the strategy you have in place.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What does your home really cost?
$1 million in a diversified portfolio could help finance part of your retirement.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.