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.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Do You Owe The AMT?
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.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
However exciting retiring abroad may sound, it deserves considerable planning.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
An increasing number have been developed to help individuals with their personal finances.
Simple steps may help you foil hackers and protect your privacy.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work in 2012 to pay federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A presentation about managing money: using it, saving it, and even getting credit.
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.
How federal estate taxes work, plus estate management documents and tactics.
Have you explored all of your choices when it comes to managing your taxable income?
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Recent changes in estate tax laws could affect the strategy you have in place.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Learning more about gold, and its history, may help you answer that question.