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.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
When to start? Should I continue to work? How can I maximize my benefit?
If you find it hard to attain personal life goals, there’s an app for that!
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Apps that help small business owners better manage and grow their business.
What’s the deal with your yearly free credit report?
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are hundreds of ETFs available. Should you invest in them?
Pundits say a lot of things about the markets. Let's see if you can keep up.
The market is as unpredictable as the weather. We’d love to help you prepare.
For women, retirement strategy is a long race. It’s helpful to know the route.
The decision whether to buy or rent a home may have long-term implications.
Have you found yourself suddenly single? Here are 3 steps to take right now.