Your Financial Future
Today’s economic environment presents many challenges. Along with these challenges are opportunities and potential rewards for those who plan for their future. Whether you’re approaching retirement, in retirement or looking to better understand certain investment ideas, we can help with your questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open communication have been the foundation of our success in serving our clients. Our website includes educational videos, articles and calculators to help you learn more about personal finance.
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Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Important items to consider when purchasing condo insurance.
This worksheet can help you estimate the costs of a four-year college program.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Don’t overlook the need for renter’s insurance if you rent your home.
It sounds simple, but paying yourself first can really pay off.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
$1 million in a diversified portfolio could help finance part of your retirement.
There’s an alarming difference between perception and reality for current and future retirees.
There are three things to consider before dipping into retirement savings to pay for college.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What is your plan for health care during retirement?
What if instead of buying that vacation home, you invested the money?