Financial and Insurance Services

Financial planning is a term applied to advisory services that assist people in reaching their financial goals. However, this term neither creates an awareness of all the key financial planning areas nor empowers individuals and families to articulate financial goals in a meaningful way.
Several financial planning professional organizations have defined the term financial planning in order to foster a unified financial planning profession. While that might constitute a worthwhile exercise, our goal is vastly different. We strive to ensure that for all of our clients the financial needs in each of the key financial planning areas are met, and steps are taken to ensure that their financial house remains safe and secure.
Newsletters
-
Do You Have a Tax-Smart Withdrawal Strategy?
Explore the tax treatment of different types of retirement accounts and the tax consequences of withdrawals, especially from multiple accounts.
-
HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information
This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data.
-
Corporate Debt: Are Juicier Yields Worth the Extra Risk?
This article discusses corporate credit ratings and some differences between investment-grade and speculative-grade bonds.
Calculators
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Car Affordability
How much can you afford to pay for a car?