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, responsible for your company's benefit plan—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.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Rightsizing for Retirement
What does your home really cost?
It may help your business be better prepared in the event of the death of a principal or key employee.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
What does the Tax Reform and Jobs Act mean for you?
Tax preparation may be the perfect time to give the household budget a check-up.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Knowing the rules may help you decide when to start benefits.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
The importance of life insurance, how it works, and how much coverage you need.
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.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Around the country, attitudes about retirement are shifting.
There’s an alarming difference between perception and reality for current and future retirees.
Women must be ready to spend, on average, more years in retirement than men.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
In the world of finance, the effects of the "confidence gap" can be especially apparent.