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.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Explore the growing influence women wield over the economy with this handy infographic.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
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
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Using smart management to get more of what you want and free up assets to invest.
What if instead of buying that vacation home, you invested the money?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There are a few things to consider when buying or leasing your next vehicle.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Even low inflation rates can pose a threat to investment returns.
When markets shift, experienced investors stick to their strategy.