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!
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Couples may be able to head off many of the problems in a marriage that money can cause.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Here are six flags that may make your tax return prime for an IRS audit.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Here is a quick history of the Federal Reserve and an overview of what it does.
Recent changes in estate tax laws could affect the strategy you have in place.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Smart investors take the time to separate emotion from fact.