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.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
4 Reasons for the Return of Market Volatility
Why have the markets been so volatile recently?
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Retirees traveling abroad need to know that their health insurance travels with them.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
In the face of divorce, making changes to insurance coverage may be overlooked.
What can be learned from the savings rate?
Read this overview to learn how financial advisors are compensated.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are a few things to consider when buying or leasing your next vehicle.
There’s an alarming difference between perception and reality for current and future retirees.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here are five facts about Social Security that might surprise you.
In the world of finance, the effects of the "confidence gap" can be especially apparent.