Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
You share your goals and dreams.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
We help you plan for your future.
Our first priority is your overall financial independence. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of independence.
Helpful Content
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.