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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!

 

Helpful Content

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Should You Choose a Fixed or Variable?

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Understanding Long-Term Care

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

 

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

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.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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