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 Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
There are ways to improve your physical fitness without denting your fiscal fitness.
Bonds may outperform stocks one year only to have stocks rebound the next.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Smart investors take the time to separate emotion from fact.
$1 million in a diversified portfolio could help finance part of your retirement.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Estate conservation is too important to put off. Do you have a smart exit strategy?
When markets shift, experienced investors stick to their strategy.
The decision whether to buy or rent a home may have long-term implications.