Take Control of 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—looking to better understand certain investment ideas—or searching for ways to protect your family or estate through life insurance or long term care insurance, 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 what is most important to you, 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 and insurance solutions or concepts. We’ll get back to you quickly with a thoughtful answer.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The New Wild West: Bitcoin
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A bucket plan can help you be better prepared for a comfortable retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Are you ready for retirement? Here are five words you should consider.
Have you explored all your options when it comes to managing your taxable income?