To the future and back
Imagine fast forwarding to 20 years from now. What financial advice would you give yourself today? We help you see how your financial choices today affect your tomorrow.
Whats Your Risk Number?
Click below to analyze potential investment risk so we can review options for a portfolio that supports your specific retirement goals!
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Newsletters
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Charitable Gifts of Life Insurance
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
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Eight Great Investing Quotes
This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.
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An Umbrella Policy Offers Extra Liability Coverage
An umbrella personal liability insurance policy can provide additional coverage in the event of a high-dollar liability claim or legal judgment.
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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.