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
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Three Key Questions to Answer before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Protect yourself against the damage that your homeowners policy doesn’t cover.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Retirees traveling abroad need to know that their health insurance travels with them.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Are Real Estate Investment Trusts right for your portfolio?
It's easy to let investments accumulate like old receipts in a junk drawer.
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.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Pundits say a lot of things about the markets. Let's see if you can keep up.