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.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Purchasing homeowners insurance is critical for protecting your home.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The true cost of raising a child may be far more than you expect.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Making the most of surprises is a great reason to work with us.
When should you take your Social Security benefit?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here’s a crash course on saving for college.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Why are 401(k) plans, annuities, and IRAs so popular?