Here 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 site useful and look forward to a long, continued relationship.
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Social Security: The 64,000 Dollar Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A collection of tips from professional travelers.
It's important to make sure your retirement strategy anticipates health-care expenses.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Here are 4 great, and sometimes unexpected, places to raise a family.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This investment account question is vital and answered as early as possible.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
You’ve made investments your whole life. Work with us to help make the most of them.
What is your plan for health care during retirement?
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
In the world of finance, the effects of the "confidence gap" can be especially apparent.