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
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
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When Should Young Adults Start Investing for Retirement?
Now is the best time to start retirement investing for two key reasons: compounding and tax management. Read this article to learn more.
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Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
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Key Retirement and Tax Numbers for 2023
Find out about cost-of-living adjustments that affect retirement plan contribution limits and other deductions and threshold amounts.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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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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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.