We're there for you
We understand that everyone’s needs and goals are different. That’s why we customize your financial and retirement plan to meet your unique challenges. If you are unsure about 529 College Funds, Mutual Funds or Index Annuities - our personalized services help take the mystery out of preparing for your future. We always strive to provide the knowledge and support you will need through all your Financial Life Stages. We’re there for you.
- Ken Earwood, President
Assess your retirement plan and how to potentially improve your retirement outlook
Compare employee contributions to after-tax Roth 401(k) and current tax-deductible 401(k)
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Sit, Stay, Rollover: A Guide to IRA Rollovers
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
To choose a plan, it’s important to ask yourself four key questions.
Here are six flags that may make your tax return prime for an IRS audit.
Understanding the value of a home warranty.
How long does a $20 bill last?
Important items to consider when purchasing condo insurance.
For many, retirement includes contributing their time and talents to an organization in need.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
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.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Investors seeking world investments can choose between global and international funds. What's the difference?
Have you explored all of your choices when it comes to managing your taxable income?
What are your options for investing in emerging markets?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
There’s an alarming difference between perception and reality for current and future retirees.