Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges come 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 money questions.
Our first 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.
This section of 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 this section, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Helpful Content
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Rightsizing for Retirement
What does your home really cost?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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.