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.
Helpful Content
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Life Insurance Myths: Debunked
Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.