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.
The Other Sure Thing
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Beware of these traps that could upend your retirement.
In this article, explore the benefits of the Federal Student Grant Program.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Get ready to enjoy America’s national park system with this helpful article.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Learn about the risks of not having health insurance in this informative article.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your capital gains tax.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment 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.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Do you have causes that you want to support with donations?
Bucket lists don’t have to be for tomorrow.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
The market is as unpredictable as the weather. We’d love to help you prepare.
An amusing and whimsical look at behavioral finance best practices for investors.