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.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Gaining a better understanding of municipal bonds makes more sense than ever.
Retirees traveling abroad need to know that their health insurance travels with them.
It's important to understand the pros and cons when considering a prepaid debit card.
Retirement choices can be intimidating. Picking the right strategy.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
It's important to understand how inflation is reported and how it can affect investments.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
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 income tax liability along with average and marginal tax rates.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Pundits say a lot of things about the markets. Let's see if you can keep up.
With alternative investments, it’s critical to sort through the complexity.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you have causes that you want to support with donations?
There are a few things to consider when buying or leasing your next vehicle.