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.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Learn how to address the challenges that women face when planning for retirement.
It sounds simple, but paying yourself first can really pay off.
This article may help you maximize the benefits of your donation for your chosen charity.
Here are 4 great, and sometimes unexpected, places to raise a family.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
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.
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.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Making the most of surprises is a great reason to work with us.