Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges come opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—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 your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication are the cornerstone of a successful financial plan.
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 questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Even if you’re young and single, you should still consider protecting yourself.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
This worksheet can help you estimate the costs of a four-year college program.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Peer-to-peer payment apps are one of the newest ways to send money.
There are three things to consider before dipping into retirement savings to pay for college.
$1 million in a diversified portfolio could help finance part of your retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?