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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!
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Are Women and Financial Strategies a Mismatch?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
How long does a $20 bill last?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
How to help determine life insurance needs to provide for your family after you pass away.
An increasing number have been developed to help individuals with their personal finances.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
When considering life insurance, it's important to understand your options.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
If you died, what would happen to your email archives, social profiles and online accounts?
Three things to consider before dipping into retirement savings to pay for college.
Have you explored all of your choices when it comes to managing your taxable income?
Here are five facts about Social Security that might surprise you.
$1 million in a diversified portfolio could help finance part of your retirement.