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.
Helpful Content
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Savings and Cash Flow
Savings is a critical tool to ensure positive cash flow in your personal finances.
5 Reasons Why Financial Spring Cleaning Should Always Be In
Financial spring cleaning is an important part of being fiscally fit, but don’t limit yourself to clearing the financial clutter during a specific season: Financial spring cleaning should always be in season, keeping you focused on your short-term and long-term money goals.
Insurance Planning Following Divorce
If you are recently divorced, take steps to ensure that you are properly protected.
Insight to a Maddening Employment Report
Here’s why the August jobs report was particularly maddening.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Your Financial Family Tree
What lessons can you learn from your family members, and what can they learn from you?
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Don’t Myth Out on Whole Life
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?