The world has certainly changed! Remember when people worked at the same job, lived in the same house, and one spouse could support the whole family? Well, as Bob Dylan once said “times they are a changin.” No longer can you rely on a hefty pension or rely on social security to carry you through retirement.
Your dreams and hopes may not have changed but everything else has. How you will achieve your dreams has become more and more complicated, especially when it comes to your finances.
You need a retirement blueprint. Much like building a house you need someone that understands all the components of the project and can “put it all together.” That’s where we can help you!
We hope your visit here will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
You’ve made investments your whole life. Work with us to help make the most of them.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Five creative (and inexpensive) ideas for motivating your employees.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What if instead of buying that vacation home, you invested the money?
What does your home really cost?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you know these three personal finance sayings?
$1 million in a diversified portfolio could help finance part of your retirement.