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.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Interest Rates: How Low Can They Go?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
An increasing number have been developed to help individuals with their personal finances.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
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 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.
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.
Why are 401(k) plans, annuities, and IRAs so popular?
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.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Learn how to harness the power of compound interest for your investments.