Welcome to Your One-Stop
Financial Information Resource
Our goal is to make this site available to you as a resource for all of your financial needs. Our well-educated advisors have a combined experience of over one hundred years, and we are here to answer your questions. We have provided links to many of our partners, set up financial calculators and resources, and we have an ongoing commitment to provide you with up-to-date articles on important financial issues of the day. This is your website, and we welcome any feedback on how we can make it better. Thanks for visiting us!
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
For some, the social impact of investing is just as important as the return—perhaps, more important.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Here are some simple and inexpensive energy-saving tips that may help you save money.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
When considering life insurance, it's important to understand your options.
A look inside the U.S. government's statistics on household net worth.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
How federal estate taxes work, plus estate management documents and tactics.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Recent changes in estate tax laws could affect the strategy you have in place.
A bucket plan can help you be better prepared for a comfortable retirement.
When do you need a will? The answer is easy: right now.
Have you explored all of your choices when it comes to managing your taxable income?
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Here are five facts about Social Security that might surprise you.