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Your Money, Your Goals, Our Guidance!
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.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
A change in your mindset during retirement may drive changes to your portfolio.
Simple steps may help you foil hackers and protect your privacy.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Women must be ready to spend, on average, more years in retirement than men.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here’s a crash course on saving for college.
Taking your Social Security benefits at the right time may help maximize your benefit.