Helping To Bring Your Financial Goals Within Reach.
Welcome to our Website
We hope your visit to our website will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
What’s the deal with your yearly free credit report?
In the face of divorce, making changes to insurance coverage may be overlooked.
Here's a breakdown of how the federal government spends your tax money.
Tips on insuring your teen driver.
There are common mistakes you can avoid when saving for retirement.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A bucket plan can help you be better prepared for a comfortable retirement.
There’s an alarming difference between perception and reality for current and future retirees.
Smart investors take the time to separate emotion from fact.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here is a quick history of the Federal Reserve and an overview of what it does.