Consider Your Future
Many people find retirement planning painful and frustrating. But it doesn’t have to be. Allow us to simplify the process with our knowledge, experience and patience.
You have enough to worry about without having to assume a second career as a financial planner. Instead, delegate your retirement planning to a professional. As you think about your future consider someone with the experience, knowledge and understanding of investment options to help reach your financial goals.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
For homeowners who think their property taxes are too high, there are ways to appeal.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Why are 401(k) plans, annuities, and IRAs so popular?
If you died, what would happen to your email archives, social profiles and online accounts?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Here is a quick history of the Federal Reserve and an overview of what it does.
What does your home really cost?
With alternative investments, it’s critical to sort through the complexity.