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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!
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Five creative (and inexpensive) ideas for motivating your employees.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Technology tips to make your next trip even better.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
These food myths will really put a drain on your wallet.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
What are your options for investing in emerging markets?
Smart investors take the time to separate emotion from fact.
A bucket plan can help you be better prepared for a comfortable retirement.
Learn how to harness the power of compound interest for your investments.
It's easy to let investments accumulate like old receipts in a junk drawer.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.