Broker Check
 
Whatever Your Needs.

For Generations to Come

From accumulating to preserving to transferring your wealth, we’re here for you.

View our Services
 

Retirement

 
 

Tax Planning

 
 

Investments

 
 

College Planning

 
 

Estate Planning

 
 

Insurance

 
 

Lifestyle

 
 

Research

 

Helpful Content

Making a Charitable Contribution

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Comparing Mortgage Terms

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

 

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Financial Fixes: How to Get Out of the Minimum Payment Vorte

Did you know that U.S. households carry nearly $7000, in revolving credit card debt from month to month?

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

4 Tips to Overcome Zoom Fatigue

Tips for overcoming online meeting (Zoom, MS Teams, etc.) weariness

View all articles arrow

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

View all videos arrow