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 team is 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!
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Tips on insuring your teen driver.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
When should you take your Social Security benefit?
If you died, what would happen to your email archives, social profiles and online accounts?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you have causes that you want to support with donations? Here are three tips.
It’s never a bad time to speak with your financial advisor about changes in your situation.
When do you need a will? The answer is easy: Right Now.