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.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
A look inside the U.S. government's statistics on household net worth.
An inside look at how marginal income tax brackets work.
Being healthy not only makes you feel good, it may also help you financially.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much you have the potential to earn during your working years.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Why are 401(k) plans, annuities, and IRAs so popular?
What is your plan for health care during retirement?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
In the world of finance, the effects of the "confidence gap" can be especially apparent.