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!
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Purchasing homeowners insurance is critical for protecting your home.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
There’s an alarming difference between perception and reality for current and future retirees.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Understanding the cycle of investing may help you avoid easy pitfalls.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Have you explored all of your choices when it comes to managing your taxable income?