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.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
It's important to understand the pros and cons when considering a prepaid debit card.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Five creative (and inexpensive) ideas for motivating your employees.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Why are 401(k) plans, annuities, and IRAs so popular?
There are three things to consider before dipping into retirement savings to pay for college.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Women must be ready to spend, on average, more years in retirement than men.