Today’s economic environment presents many challenges. Along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
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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 any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer, or call today to schedule a complimentary wealth planning review. We'll look forward to speaking and meeting with you, soon!
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your capital gains tax.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some smart strategies that may help you pursue your investment objectives
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
How will you weather the ups and downs of the business cycle?
When markets shift, experienced investors stick to their strategy.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Learn about what risk tolerance really means in this helpful and insightful video.
What are your options for investing in emerging markets?