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.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
As our nation ages, many Americans are turning their attention to caring for aging parents.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
One way to find money is to examine your current spending habits and eliminate money wasters.
There are things about Social Security that might surprise you.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you should be saving for college.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are hundreds of ETFs available. Should you invest in them?
There are things you can do to keep yourself safe when you lose your wallet.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
What are your options for investing in emerging markets?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Three things to consider before dipping into retirement savings to pay for college.