Your Financial Future
Today’s economic environment presents many challenges. Along with those challenges come opportunities and potential rewards for those who can identify long-term trends.
Whether you are 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.
This website is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. Please take advantage of it. As you peruse the website, please send us a note regarding any questions you may have about any particular investment concept(s) or product(s). We’ll get back to you in our usual timely fashion with well-thought-out answers. We are looking forward to knowing that you took the right actions today to prepare your family and loved ones for a better future.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
For many, retirement includes contributing their time and talents to an organization in need.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What does your home really cost?
When should you take your Social Security benefit?
When do you need a will? The answer is easy: Right Now.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
With alternative investments, it’s critical to sort through the complexity.