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—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 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 concepts or products. We'll get back to you quickly with a thoughtful answer.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Ascertaining the value of your business is important for a variety of reasons.
For some, the social impact of investing is just as important as the return, perhaps more important.
The true cost of raising a child may be far more than you expect.
At what point can you call a personal vehicle commercial?
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Even low inflation rates can pose a threat to investment returns.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Why are 401(k) plans, annuities, and IRAs so popular?
What is your plan for health care during retirement?
It's easy to let investments accumulate like old receipts in a junk drawer.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.