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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
What’s the deal with your yearly free credit report?
There are four very good reasons to start investing. Do you know what they are?
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Here’s a guide to explain all the parts of Medicare.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Even low inflation rates can pose a threat to investment returns.
All about how missing the best market days (or the worst!) might affect your portfolio.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How do the markets usually react to elections? Was the 2016 election any different?