With this website, we provide you with additional resources to assist you with managing your financial future.
Please remember that technology and information are only one small part of the service we provide. We have not lost sight of the fact that human contact and personalized service are the most important part of what we do.
We want to emphasize that the one-on-one relationship that allows us to assess your unique financial needs and goals is our top priority.
We hope you find this website useful and looking forward to a long, continued relationship.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Taking regular, periodic withdrawals during retirement can be quite problematic.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
When to start? Should I continue to work? How can I maximize my benefit?
Understanding the types of long-term-care services—and what those services could cost—may be critical.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator demonstrates the power of compound interest.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
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 three things to consider before dipping into retirement savings to pay for college.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Even low inflation rates can pose a threat to investment returns.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.