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.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Don't let procrastination keep you from pursuing your financial dreams and goals.
What’s the deal with your yearly free credit report?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
How long does a $20 bill last?
Tax preparation may be the perfect time to give the household budget a check-up.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Take a look at this 2017 Market Recap.
Here’s a quick guide to checking to see if you have unclaimed money.
Why are 401(k) plans, annuities, and IRAs so popular?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
All about how missing the best market days (or the worst!) might affect your portfolio.