"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
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Understanding how capital gains are taxed may help you refine your investment strategies.
Being healthy not only makes you feel good, it may also help you financially.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Estimate how much you have the potential to earn during your working years.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Why are 401(k) plans, annuities, and IRAs so popular?
Are you ready for retirement? Here are five words you should consider.
If you died, what would happen to your email archives, social profiles and online accounts?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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.