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.
Helpful Content
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.