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
Saving for College 101
Here’s a crash course on saving for college.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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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.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.