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.
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.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Purchasing homeowners insurance is critical for protecting your home.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Five creative (and inexpensive) ideas for motivating your employees.
How long does a $20 bill last?
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are a number of ways to withdraw money from a qualified retirement plan.
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 some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Do you have causes that you want to support with donations? Here are three tips.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The market is as unpredictable as the weather. We’d love to help you prepare.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When do you need a will? The answer is easy: Right Now.