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.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Don’t overlook the need for renter’s insurance if you rent your home.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
For many, retirement includes contributing their time and talents to an organization in need.
Four vacation destinations you might never have thought of.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Smart investors take the time to separate emotion from fact.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Are Real Estate Investment Trusts right for your portfolio?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.