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.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
When to start? Should I continue to work? How can I maximize my benefit?
What’s the deal with your yearly free credit report?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Five phases to changing unhealthy behaviors.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
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
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Learn how to harness the power of compound interest for your investments.
There are three things to consider before dipping into retirement savings to pay for college.
Why are 401(k) plans, annuities, and IRAs so popular?
Here is a quick history of the Federal Reserve and an overview of what it does.