Understanding Today’s Financial Environment
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 888-262-6331.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Understanding the economy's cycles can help put current business conditions in better perspective.
For homeowners who think their property taxes are too high, there are ways to appeal.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are hundreds of ETFs available. Should you invest in them?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Why are 401(k) plans, annuities, and IRAs so popular?
Estate conservation is too important to put off. Do you have a smart exit strategy?