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.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
You’ve made investments your whole life. Work with us to help make the most of them.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
It’s never a bad time to speak with your financial advisor about changes in your situation.
A bucket plan can help you be better prepared for a comfortable retirement.
Making the most of surprises is a great reason to work with us.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When should you take your Social Security benefit?
Smart investors take the time to separate emotion from fact.