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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
It's important to understand how inflation is reported and how it can affect investments.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Here's a breakdown of how the federal government spends your tax money.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
This calculator demonstrates the power of compound interest.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
How will you weather the ups and downs of the business cycle?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Taking your Social Security benefits at the right time may help maximize your benefit.
Understanding the cycle of investing may help you avoid easy pitfalls.
The market is as unpredictable as the weather. We’d love to help you prepare.
A bucket plan can help you be better prepared for a comfortable retirement.