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.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
There are ways to improve your physical fitness without denting your fiscal fitness.
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.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Learn about the average American budget in this fun and interactive piece.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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 estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to better see the potential impact of compound interest on an asset.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
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
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What is your plan for health care during retirement?
When you retire, how will you treat your next chapter?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Have you explored all your options when it comes to managing your taxable income?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.