We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often.
Newsletters
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How Much Life Insurance Do You Need?
Three approaches to help determine an appropriate amount of life insurance coverage that can help meet changing financial needs.
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HOT TOPIC: Rising Rates Join Long List of Housing Dilemmas
This article explores how soaring housing costs, rising rates, and declining affordability could impact borrowers and the housing market.
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Did You Know Medicaid May Pay You as a Family Caregiver?
Caregiving can exact physical, emotional, and financial tolls, but in some cases, Medicaid may provide financial relief to family caregivers.
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Key Retirement and Tax Numbers for 2022
Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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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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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?