Business Owners
We take an in depth look at your business to understand what your needs are.
Learn More
Physicians
We recognize your needs are unique and plan accordingly.
Learn More
Families
We create life plans with a high degree of certainty.
Learn MoreHelpful Content
The Best Apps in Travel
Technology tips to make your next trip even better.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
View all articles 
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
View all calculators
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
View all presentations
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.