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—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.
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.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
What’s the deal with your yearly free credit report?
A few strategies that may help you prepare for the cost of higher education.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
It sounds simple, but paying yourself first can really pay off.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Here are five facts about Social Security that might surprise you.
What is your plan for health care during retirement?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
What does your home really cost?