Your Financial Future
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 are facing retirement or looking to better understand certain investment or risk management ideas, we can help you address your most pressing financial concerns.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, determine what obstacles might impede your progress, 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.
In The News:
For many people, life insurance and retirement planning are two separate things. Retirement planning is for you, and life insurance is for your beneficiaries. However, some financial advisors also recommend life insurance as one way to plan for retirement.
USA Today, 2016
Learn about five ways Millennials can be sure they have the experiences they want in retirement.
A recent National Bureau of Economic Research study concludes that during the Great Recession those in their 30s suffered the greatest percentage drop in both income and net worth of any age group, with their housing-dominated net worth falling a stunning 45%.
The good news, if you’re a GenXer, is that you still have decades to recover, particularly if you stick to some new post-Great Recession rules. As Lori Biancofiori puts it, “You can’t choose your economy.” But you can choose your strategy.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Business Solutions with Life Insurance
How can whole life insurance protect your business and reward and retain your key employees?
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
As a business owner, you have many opportunities to generate tax deductions throughout the year.
Consolidating financial accounts onto one platform can help you spell out a clearer financial future.
Here are some insights on how the Q2 Earnings Report could shape up.
Couples may be able to head off many of the problems in a marriage that money can cause.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
If the stock market is hitting record highs, why aren’t money managers feeling the love?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
How will you weather the ups and downs of the business cycle?
Here is a quick history of the Federal Reserve and an overview of what it does.
What are your options for investing in emerging markets?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
How do the markets usually react to elections? Was the 2016 election any different?
A bucket plan can help you be better prepared for a comfortable retirement.