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 Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Being healthy not only makes you feel good, it may also help you financially.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
There are ways to improve your physical fitness without denting your fiscal fitness.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
Assess how many days you'll work in 2012 to pay federal tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There’s an alarming difference between perception and reality for current and future retirees.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Here are five facts about Social Security that might surprise you.