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.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
However exciting retiring abroad may sound, it deserves considerable planning.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Earnings season can move markets. What is it and why is it important?
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The importance of life insurance, how it works, and how much coverage you need.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Are you ready for retirement? Here are five words you should consider.
Have you explored all of your choices when it comes to managing your taxable income?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Smart investors take the time to separate emotion from fact.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.