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.
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.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
These food myths will really put a drain on your wallet.
Protect yourself against the damage that your homeowners policy doesn’t cover.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Learn about the average American budget in this fun and interactive piece.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The decision whether to buy or rent a home may have long-term implications.
Why are 401(k) plans, annuities, and IRAs so popular?
There are a few things to consider when buying or leasing your next vehicle.
How does your ideal retirement differ from reality, and what can we do to better align the two?
It's easy to let investments accumulate like old receipts in a junk drawer.
What are your options for investing in emerging markets?