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
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
4 Things to Consider While You’re Planning When to Retire
As the decision to retire approaches, you’ll find the choice of when to retire is rarely black and white.
LGBTQ Proud
LGBTQ people are subject to unique stresses that affect how they feel about their financial future.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Social Security: The 64,000 Dollar Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
How to Get Your Finances Ready for Retirement
Everyone has a vision of their retirement in their heads.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?