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Gene Kline, winner of our Veterans Day drawing, receives his $50 gift card from our V.P. Jerry Zirkle. Gene served with the U.S. Navy aboard The USS J.P. Kennedy from 1956-1962. We thank him, and all our veterans for their service to our country.

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Apps that help small business owners better manage and grow their business.

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Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

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How to help determine life insurance needs to provide for your family after you pass away.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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This calculator will help determine whether you should invest funds or pay down debt.

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This calculator can help determine whether it makes sense to refinance your mortgage.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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Women must be ready to spend, on average, more years in retirement than men.

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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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