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
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.