WHO WE ARE
One of our primary goals is to develop a long-term, trusting relationship with you.Learn More
WHAT WE DO
One of the things that makes us more effective as financial advisors is our independence.Learn More
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A collection of tips from professional travelers.
Here's a breakdown of how the federal government spends your tax money.
Learn a little about worldwide currency in this fun infographic
Five strategies for managing your student debt.
The latest trends in travel reflect a rich menu of exciting new possibilities.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A presentation about managing money: using it, saving it, and even getting credit.
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.
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.
Make your retirement as exciting as your next vacation.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Understanding the cycle of investing may help you avoid easy pitfalls.
What are your options for investing in emerging markets?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.