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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
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
There are common mistakes you can avoid when saving for retirement.
How long does a $20 bill last?
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
It may help your business be better prepared in the event of the death of a principal or key employee.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
When do you need a will? The answer is easy: Right Now.
All about how missing the best market days (or the worst!) might affect your portfolio.
You’ve made investments your whole life. Work with us to help make the most of them.
How do the markets usually react to elections? Was the 2016 election any different?
What if instead of buying that vacation home, you invested the money?
Why are 401(k) plans, annuities, and IRAs so popular?