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!
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
The History of Retirement
Do you know where the idea of “retirement” comes from?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
A few strategies that may help you prepare for the cost of higher education.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
One way to find money is to examine your current spending habits and eliminate money wasters.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Are you ready for retirement? Here are five words you should consider.
How do the markets usually react to elections? Was the 2016 election any different?
Taking your Social Security benefits at the right time may help maximize your benefit.
Even low inflation rates can pose a threat to investment returns.
Learn how to harness the power of compound interest for your investments.
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.