Navigating Uncertain Times
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
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
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
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?
Surprises
Making the most of surprises is a great reason to work with us.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.