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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When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Purchasing homeowners insurance is critical for protecting your home.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
A look inside the U.S. government's statistics on household net worth.
Couples may be able to head off many of the problems in a marriage that money can cause.
Do you know where the idea of “retirement” comes from?
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
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.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Do you have causes that you want to support with donations? Here are three tips.
A bucket plan can help you be better prepared for a comfortable retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What is your plan for health care during retirement?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn how to harness the power of compound interest for your investments.