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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The History of Retirement
Do you know where the idea of “retirement” comes from?
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
To choose a plan, it’s important to ask yourself four key questions.
When considering life insurance, it's important to understand your options.
Is your estate in order? This short quiz may help you assess your overall strategy.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Do you have causes that you want to support with donations? Here are three tips.
Investors seeking world investments can choose between global and international funds. What's the difference?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
There are hundreds of ETFs available. Should you invest in them?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Are you ready for retirement? Here are five words you should consider.