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Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
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Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our web site, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
How to help determine life insurance needs to provide for your family after you pass away.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Marriage changes everything, including your insurance needs.
These food myths will really put a drain on your wallet.
It's important to make sure your retirement strategy anticipates health-care expenses.
This calculator demonstrates the power of compound interest.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
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
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
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.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Investors seeking world investments can choose between global and international funds. What's the difference?
Why are 401(k) plans, annuities, and IRAs so popular?
With alternative investments, it’s critical to sort through the complexity.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.