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.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Preserve your hIgh net worth with these foundational tips.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This article can be a helpful guide when begin preparing for education expenses.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Key questions to answer when you are considering retirement.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
This calculator will help determine whether you should invest funds or pay down debt.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
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
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Pundits say a lot of things about the markets. Let's see if you can keep up.
For women, retirement strategy is a long race. It’s helpful to know the route.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The market is as unpredictable as the weather. We’d love to help you prepare.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.