|
Striving to build relationships that stand the test of time |
Newsletters
-
Individual Bonds vs. Bond Funds: What’s the Difference?
Individual bonds and bond funds can both provide an income stream, but there are important differences.
-
Traditional or Roth Contributions? Think It Through for Future You
When a workplace retirement plan offers both Traditional and Roth accounts, it may help to understand their key features and distinctions.
-
Would You Be Prepared for an Unplanned Early Retirement?
Nearly half of current retirees retired earlier than planned. Here are some steps to help prepare for the unexpected.
-
Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?
In 2023, large bank failures brought renewed attention to the risks banks take to earn money, the role of the FDIC, and the insurance that covers customer deposits.
Calculators
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.