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.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Even the most seasoned investors have biases affecting their financial choices.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Currency has been around for a long time. Here’s a quick history lesson.
Learn about the average American budget in this fun and interactive piece.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Preparing for the unexpected can make all the difference if your family relies on your income.
There’s an alarming difference between perception and reality for current and future retirees.
What does your home really cost?
Learn about cyber liability insurance in this entertaining video.
Investors seeking world investments can choose between global and international funds. What's the difference?