Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges come opportunities and potential rewards for those who invest the time and thought into planning for the future. It can seem like a daunting task when you are tackling the process, especially when so many factors are constantly changing. You do not need to tackle it alone.
We are here to work with you to make sure all the pieces of your financial life work together like a well-oiled machine, guiding you to get from where you are now to where you want to be.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. We hope they are helpful. However, they are only tools. Ultimately, they can never replace the type of financial planning that we practice--planning personalized for you by people who take the time to learn about your personal situation, including your dreams and goals, fears and apprehensions.
We know you are more than inputs plugged into a computer algorithm. You are a unique individual. Your specific situation requires solutions tailored for you.
We chose to become financial planners because we enjoy helping people. Let us know if we can help you.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Bonds may outperform stocks one year only to have stocks rebound the next.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Why are 401(k) plans, annuities, and IRAs so popular?
Have you found yourself suddenly single? Here are 3 steps to take right now.
When do you need a will? The answer is easy: Right Now.
All about how missing the best market days (or the worst!) might affect your portfolio.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?