Gaining Financial Freedom
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 financial questions. We understand the concerns many investors have today about the market and we will help identify strategies to calm those concerns.
Our firms main 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 particular investment concepts or products. We look forward to showing you the capabilites of our firm.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Knowing your options when a CD matures can help you make a sound investment decision.
Here are some simple and inexpensive energy-saving tips that may help you save money.
An inside look at how marginal income tax brackets work.
Do your insurance needs stay the same when the nest empties?
Four vacation destinations you might never have thought of.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some smart strategies that may help you pursue your investment objectives
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.
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.
Do you know these three personal finance sayings?
All about how missing the best market days (or the worst!) might affect your portfolio.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
There are hundreds of ETFs available. Should you invest in them?
When should you take your Social Security benefit?
Smart investors take the time to separate emotion from fact.