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.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Bonds may outperform stocks one year only to have stocks rebound the next.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
All about how missing the best market days (or the worst!) might affect your portfolio.
Investors seeking world investments can choose between global and international funds. What's the difference?
Pundits say a lot of things about the markets. Let's see if you can keep up.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The market is as unpredictable as the weather. We’d love to help you prepare.
In the world of finance, the effects of the "confidence gap" can be especially apparent.