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 reply.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Here are five facts about Social Security that are important to keep in mind.
Don’t overlook the need for renter’s insurance if you rent your home.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What if instead of buying that vacation home, you invested the money?
Learn about cyber liability insurance in this entertaining video.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
If you died, what would happen to your email archives, social profiles and online accounts?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Around the country, attitudes about retirement are shifting.