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.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
What can be learned from the savings rate?
Learn a little about worldwide currency in this fun infographic
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
It's easy to let investments accumulate like old receipts in a junk drawer.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Do you have causes that you want to support with donations? Here are three tips.
Do you know these three personal finance sayings?
There’s an alarming difference between perception and reality for current and future retirees.