Welcome to our website
We hope you find the answers you are looking for today! Please, take some time to look around the site - there are copies of our past newsletters, all kinds of financial calculators, research articles in the learning center to help you with a topic that interests you, and even e-seminars that you can play back to get advice about a subject that's on your mind. The content is always changing so come back often, and please contact our office with any questions that you may have!
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Bonds may outperform stocks one year only to have stocks rebound the next.
However exciting retiring abroad may sound, it deserves considerable planning.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Simple steps may help you foil hackers and protect your privacy.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential capital gains taxes due on your transactions.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There are nearly 1,200 ETFs available. Should you invest in them?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Have you explored all of your choices when it comes to managing your taxable income?
If you died, what would happen to your email archives, social profiles and online accounts?
Are you ready for retirement? Here are five words you should consider.