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.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Regardless of how you approach retirement, there are some things about it that might surprise you.
The uncertainties we face in retirement can erode our sense of confidence.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How will you weather the ups and downs of the business cycle?
Around the country, attitudes about retirement are shifting.
Do you have causes that you want to support with donations? Here are three tips.
What are your options for investing in emerging markets?
You’ve made investments your whole life. Work with us to help make the most of them.