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.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
For many, retirement includes contributing their time and talents to an organization in need.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
It's important to understand how inflation is reported and how it can affect investments.
Do you have an estate strategy? You should.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
There are some key concepts to understand when investing for retirement
Here are five facts about Social Security that might surprise you.
Do you know how to set up your financial goals for success? This knight does.
There’s an alarming difference between perception and reality for current and future retirees.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Here’s a quick guide to checking to see if you have unclaimed money.
Have you found yourself suddenly single? Here are 3 steps to take right now.