Does your portfolio fit you?
Your Family Index Number is the rate of return necessary on your portfolio of assets to achieve your goals and objectives while maintaining resources during your anticipated lifetime.Does My Portfolio Fit Me?
Who We Are
We aren't tied to products or services from a single company or family of companies, but we are free to find those products and services that may be most appropriate for our clients.Learn More
The Business Cycle
How will you weather the ups and downs of the business cycle?
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
A look inside the U.S. government's statistics on household net worth.
Four vacation destinations you might never have thought of.
Don’t overlook the need for renter’s insurance if you rent your home.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
Enter various payment options and determine how long it may take to pay off a credit card.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
You’ve made investments your whole life. Work with us to help make the most of them.
Understanding the cycle of investing may help you avoid easy pitfalls.
If you died, what would happen to your email archives, social profiles and online accounts?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
When do you need a will? The answer is easy: Right Now.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.