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.
Are You Prepared for an Estate Tax Sunset?
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
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.
There are benefits and limitations when you decide to donate stock.
It sounds simple, but paying yourself first can really pay off.
There are common mistakes you can avoid when saving for retirement.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Even the most seasoned investors have biases affecting their financial choices.
In this article, explore the benefits of the Federal Student Grant Program.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
Around the country, attitudes about retirement are shifting.
When do you need a will? The answer is easy: Right Now.
Even low inflation rates can pose a threat to investment returns.
Investors seeking world investments can choose between global and international funds. What's the difference?
An amusing and whimsical look at behavioral finance best practices for investors.
Learn about cyber liability insurance in this entertaining video.