Understanding Today’s Financial Environment
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (540) 989-4600.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
A letter of instructions provides additional and more personal information regarding your estate.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
The uncertainties we face in retirement can erode our sense of confidence.
For many, retirement includes contributing their time and talents to an organization in need.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A bucket plan can help you be better prepared for a comfortable retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Have you explored all of your choices when it comes to managing your taxable income?
What does your home really cost?
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.