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 your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our team of professionals have many decades of experience in comprehensive wealth management. 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.Contact Us
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Second marriages are a trigger event to revisit any existing estate strategies.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
It may help your business be better prepared in the event of the death of a principal or key employee.
Do you have an estate strategy? You should.
When you’re married and have children, insurance needs will be different.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
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.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
If you died, what would happen to your email archives, social profiles and online accounts?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Even low inflation rates can pose a threat to investment returns.
Women must be ready to spend, on average, more years in retirement than men.