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.
“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.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Apps that help small business owners better manage and grow their business.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The item most homeowners forget on their home improvement project checklist is insurance.
This worksheet can help you estimate the costs of a four-year college program.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are three things to consider before dipping into retirement savings to pay for college.
A special needs trust helps care for a special needs child when you’re gone.
Around the country, attitudes about retirement are shifting.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Understanding the cycle of investing may help you avoid easy pitfalls.