Understanding Today’s Financial Environment
Knowledge is power! It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop a strategy that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and try to get in position to reap those rewards. We enjoy helping people build a solid financial foundation for the future.
We invite you to check out all the material on our website. If something prompts a question, please send one of us a quick email or call our office. We would enjoy speaking with you.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Here’s a guide to explain all the parts of Medicare.
It's important to understand how inflation is reported and how it can affect investments.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
How federal estate taxes work, plus estate management documents and tactics.
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.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you know how to set up your financial goals for success? This knight does.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn how to harness the power of compound interest for your investments.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Even low inflation rates can pose a threat to investment returns.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.