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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
How to help determine life insurance needs to provide for your family after you pass away.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Understanding the cycle of investing may help you avoid easy pitfalls.
What does your home really cost?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There’s an alarming difference between perception and reality for current and future retirees.
Learning more about gold, and its history, may help you answer that question.