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.
Helpful Content
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Do You Owe The AMT?
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.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Supporting Local Business In a Crisis
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.