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.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Lifestyle considerations in creating your retirement portfolio.
Your credit score may influence how much you pay for auto and home insurance.
A four-step framework for building a personal legacy.
The recent market drop is an important reminder of why it's important to take a long-term view.
What can be learned from the savings rate?
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A bucket plan can help you be better prepared for a comfortable retirement.
Do you know these three personal finance sayings?
Understanding the cycle of investing may help you avoid easy pitfalls.