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.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Ascertaining the value of your business is important for a variety of reasons.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
There are ways to improve your physical fitness without denting your fiscal fitness.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Read this overview to learn how financial advisors are compensated.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
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 some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
What does your home really cost?
Here are five facts about Social Security that might surprise you.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Making the most of surprises is a great reason to work with us.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate