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.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
In the face of divorce, making changes to insurance coverage may be overlooked.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Without your knowing, your investment portfolio could be off-kilter.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What is your plan for health care during retirement?
Imagine your ideal post-pandemic retirement with this animated video.
What if instead of buying that vacation home, you invested the money?
Understanding the cycle of investing may help you avoid easy pitfalls.
Have you found yourself suddenly single? Here are 3 steps to take right now.