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.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Understanding how a stock works is key to understanding your investments.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
How literate are you when it comes to your finances? Brush up with these five basics.
Beware of these traps that could upend your retirement.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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 smart strategies that may help you pursue your investment objectives
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.
How federal estate taxes work, plus estate management documents and tactics.
What does your home really cost?
Do you know these three personal finance sayings?
The decision whether to buy or rent a home may have long-term implications.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Around the country, attitudes about retirement are shifting.
Here’s a crash course on saving for college.