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!
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Here's a breakdown of how the federal government spends your tax money.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Here are five facts about Social Security that are important to keep in mind.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are a number of ways to withdraw money from a qualified retirement plan.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
All about how missing the best market days (or the worst!) might affect your portfolio.
Making the most of surprises is a great reason to work with us.
Here’s a crash course on saving for college.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Even low inflation rates can pose a threat to investment returns.