Understanding Your Financial Journey
Regardless of your stage in life, your income or your goals, you need a financial game plan to effectively and efficiently guide you through your financial journey. Your monthly income and expenses, paying off debt, building short-term and long-term savings, and giving all come into play. So how do you make sense of it all?
You don't go it alone, we can work together to guide you along your financial journey.Contact Us
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If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free eBook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Explore the growing influence women wield over the economy with this handy infographic.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Read this overview to learn how financial advisors are compensated.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
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.
Bucket lists don’t have to be for tomorrow.
Savvy investors take the time to separate emotion from fact.
Have you explored all your options when it comes to managing your taxable income?
It’s never a bad time to speak with your financial professional about changes in your situation.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?