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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.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
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."
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Earnings season can move markets. What is it and why is it important?
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
A few strategies that may help you prepare for the cost of higher education.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Here are six flags that may make your tax return prime for an IRS audit.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What if instead of buying that vacation home, you invested the money?
All about how missing the best market days (or the worst!) might affect your portfolio.
It’s never a bad time to speak with your financial advisor about changes in your situation.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.