"We look forward to serving you and consider each new relationship an
opportunity to demonstrate why we should be your partner in Planning
Today for Tomorrow." - Kevin VanDyke
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This worksheet can help you estimate the costs of a four-year college program.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
A change in your mindset during retirement may drive changes to your portfolio.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Understanding the cycle of investing may help you avoid easy pitfalls.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Three things to consider before dipping into retirement savings to pay for college.
What does your home really cost?