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.
Rightsizing for Retirement
What does your home really cost?
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A look inside the U.S. government's statistics on household net worth.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
The federal government requires deceased individuals to file a final income tax return.
Even low inflation rates over an extended period of time can impact your finances in retirement.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
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.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Taking your Social Security benefits at the right time may help maximize your benefit.
Why are 401(k) plans, annuities, and IRAs so popular?
Here are five facts about Social Security that might surprise you.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How do the markets usually react to elections? Was the 2016 election any different?