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.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Even if you’re young and single, you should still consider protecting yourself.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
There are ways to improve your physical fitness without denting your fiscal fitness.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
Principles that can help create a portfolio designed to pursue investment goals.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Have you explored all your options when it comes to managing your taxable income?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Peer-to-peer payment apps are one of the newest ways to send money.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
There’s an alarming difference between perception and reality for current and future retirees.
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.