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.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Retirees traveling abroad need to know that their health insurance travels with them.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Try these activities to keep your brain sharp.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Five phases to changing unhealthy behaviors.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Here’s a quick guide to checking to see if you have unclaimed money.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The market is as unpredictable as the weather. We’d love to help you prepare.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.