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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.

 

Helpful Content

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

 

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, infiltrating the world of bonds.

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