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.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Learn when it may not make sense to file a claim on your home insurance.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
When to start? Should I continue to work? How can I maximize my benefit?
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Enter various payment options and determine how long it may take to pay off a credit card.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
All about how missing the best market days (or the worst!) might affect your portfolio.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
How will you weather the ups and downs of the business cycle?
Here’s a quick guide to checking to see if you have unclaimed money.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.