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 planning 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 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.
Helpful Content
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?