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!
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
It sounds simple, but paying yourself first can really pay off.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Why are 401(k) plans, annuities, and IRAs so popular?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Have you explored all of your choices when it comes to managing your taxable income?
The decision whether to buy or rent a home may have long-term implications.