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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.

 

Helpful Content

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

 

Tips to Prevent the #1 Cause of Marital Rift

Couples may be able to head off many of the problems in a marriage that money can cause.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

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