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.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
What can be learned from the savings rate?
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What does your home really cost?
When do you need a will? The answer is easy: right now.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Have you explored all of your choices when it comes to managing your taxable income?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
If you died, what would happen to your email archives, social profiles and online accounts?