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 independence. 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.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Military families face unique challenges, making personal finance even more critical.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Do you know these three personal finance sayings?
There are hundreds of ETFs available. Should you invest in them?
Why are 401(k) plans, annuities, and IRAs so popular?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
If you died, what would happen to your email archives, social profiles and online accounts?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.