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!
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Retirement Seen Through Your Eyes
What's your vision of retirement?
A look at the new, record-high retirement contribution limits from the IRS.
Learn how to address the challenges that women face when planning for retirement.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Preserve your hIgh net worth with these foundational tips.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Understanding how capital gains are taxed may help you refine your investment strategies.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares the financial impact of leasing versus buying an automobile.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
It’s never a bad time to speak with your financial professional about changes in your situation.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
If you died, what would happen to your email archives, social profiles and online accounts?
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?