YOUR FUTURE DOSEN'T JUST HAPPEN
WE DO INVESTING BUILT AROUND YOU
You want to be heard.
You are more than a number.
You demand strategies be tied to your goals.
You feel good when you have an advocate working on your behalf.
YOUR financial strategy should be focused on YOUR needs, wants and wishes. Whether you are starting to save, approaching retirement, or are in retirement, there may be multiple options to maximize your strategy.
Newsletters
-
SRI Investing: Not Just for Stocks
Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.
-
HOT TOPIC: The SECURE Act and Your Retirement Savings
A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.
-
Rain, Sleet, Snow — and Lawsuits?
Icy winter walkways can lead to injuries and lawsuits. Find out how an umbrella policy can offer higher liability coverage.
-
Caught in the Middle: The Sandwich Generation
Tips to help balance the competing demands of saving for retirement and providing financial support to adult children and aging parents.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.