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!
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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
How long does a $20 bill last?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
A change in your mindset during retirement may drive changes to your portfolio.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the potential capital gains taxes due on your transactions.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Three things to consider before dipping into retirement savings to pay for college.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Learn how to harness the power of compound interest for your investments.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There are nearly 1,200 ETFs available. Should you invest in them?
The decision whether to buy or rent a home may have long-term implications.