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.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Understanding how a stock works is key to understanding your investments.
What can be learned from the savings rate?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
What kind of auto insurance should you have? Do you know?
Many Americans are operating their personal finances with only the barest minimum of knowledge.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
What if instead of buying that vacation home, you invested the money?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
How do the markets usually react to elections? Was the 2016 election any different?
Here’s a crash course on saving for college.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.