Employee Benefits
You face a multitude of choices and costs to weigh when considering how to recruit and retain your employees. We help our clients find the best mix of benefits to meet your strategic goals.
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Risk Management
Protect your business. Protect your home and valuables. Our property and casualty insurance advisors understand your needs, from workers compensation to general bonding, tenants’ policies to umbrella coverage. We offer commercial and personal lines of insurance.
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Retirement Planning
After you’ve paid your employees, what’s left for you, the business owner? How have you planned for life in retirement? Our experienced advisors work with you to develop a strategy to envision and achieve your goals.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?