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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
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Apps that help small business owners better manage and grow their business.
This calculator shows how inflation over the years has impacted purchasing power.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Pundits say a lot of things about the markets. Let's see if you can keep up.
Even low inflation rates can pose a threat to investment returns.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
There are a few things to consider when buying or leasing your next vehicle.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A bucket plan can help you be better prepared for a comfortable retirement.