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.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Bonding with your significant other over TV plots is fun but when you know more about them than your money picture.....
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Small businesses are at risk when they lose a key employee. Here’s how you can protect yourself.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Spoiler alert: interest on excess reserves, forward guidance, and asset buys will remain important.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Are Real Estate Investment Trusts right for your portfolio?
Investors seeking world investments can choose between global and international funds. What's the difference?
A bucket plan can help you be better prepared for a comfortable retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Do you have causes that you want to support with donations? Here are three tips.