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’re facing retirement—or looking to better understand certain investment ideas—our goal is to 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.
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.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The item most homeowners forget on their home improvement project checklist is insurance.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
There are four very good reasons to start investing. Do you know what they are?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
There are a number of ways to withdraw money from a qualified retirement plan.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Understanding the cycle of investing may help you avoid easy pitfalls.
All about how missing the best market days (or the worst!) might affect your portfolio.
With alternative investments, it’s critical to sort through the complexity.
There are hundreds of ETFs available. Should you invest in them?
There’s an alarming difference between perception and reality for current and future retirees.