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 Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
The uncertainties we face in retirement can erode our sense of confidence.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
What can be learned from the savings rate?
A quick look at how federal income taxes work.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are hundreds of ETFs available. Should you invest in them?
Why are 401(k) plans, annuities, and IRAs so popular?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.