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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.Contact Us
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
This worksheet can help you estimate the costs of a four-year college program.
The uncertainties we face in retirement can erode our sense of confidence.
Five strategies for managing your student debt.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Are you ready for retirement? Here are five words you should consider.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Investors seeking world investments can choose between global and international funds. What's the difference?
Do you have causes that you want to support with donations? Here are three tips.
There are hundreds of ETFs available. Should you invest in them?
The decision whether to buy or rent a home may have long-term implications.