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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.
Helpful Content
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.