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!
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Is your estate in order? This short quiz may help you assess your overall strategy.
Five phases to changing unhealthy behaviors.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Here are five facts about Social Security that are important to keep in mind.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Understanding the cycle of investing may help you avoid easy pitfalls.
Pundits say a lot of things about the markets. Let's see if you can keep up.
If you died, what would happen to your email archives, social profiles and online accounts?
Smart investors take the time to separate emotion from fact.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
$1 million in a diversified portfolio could help finance part of your retirement.